Review recent Close notes every morning
Start the day with the customer context that needs your attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Notes
This tool retrieves a list of note activities from close. it allows users to fetch notes with optional filtering parameters, including filtering by lead id, user id, and date ranges. the tool returns details such as note content, creation and update dates, and any associated attachments.
Why this helps
Important notes are spread across leads and require a manual CRM sweep.
- Creates a predictable review habit
- Highlights unresolved context
- Reduces CRM browsing
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Close once in Notis.
- 2Create an automation named Morning Close notes review.
- 3Tell Notis to retrieve recent Close notes and summarize urgent, unresolved, or decision-relevant items.
- 4Choose the Notis cron trigger and set the recurring schedule.
- 5Choose a report channel, then test with one real run.
Questions about this workflow
Can I limit the review to certain dates?
Yes. Include the desired date range in the instruction.
Can it focus on one user or lead?
Yes, when that filter is available in the Close notes action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Close. A trigger fires from one place; an action lands in another.
Google Slides triggers
Close actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create SMS Message
This tool creates a new sms message in close. the tool allows sending immediate sms messages or logging received sms messages using the provided phone numbers and message content. it includes parameters such as local phone, remote phone, text, status, and source.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Call
Creates a new call record in close.com. this tool allows you to log both inbound and outbound calls associated with a lead, supporting parameters such as lead id, direction, and optional support for contact id, phone, duration, note, recording url, and user id.
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Create Lead
This tool creates a new lead in close crm. it allows users to create a lead with basic company information and optional contact details, including company name, description, website url, lead status, contacts, and addresses. it operates by sending a request to the api endpoint /lead/ on the close crm platform.
Create Task
This tool creates a new task in close.com. tasks are used to track to-do items and can be associated with leads. the tool will create a task with the specified parameters using the provided text, due date, and is complete flags.
Delete Call
This tool allows you to delete a specific call activity in close.com. it is useful for removing incorrectly logged calls or cleaning up call records. the action deletes a call activity using its unique call id and cannot be undone.
Get Notes
This tool retrieves a list of note activities from close. it allows users to fetch notes with optional filtering parameters, including filtering by lead id, user id, and date ranges. the tool returns details such as note content, creation and update dates, and any associated attachments.
Connect any two apps with Notis in the middle.
Google Slides and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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