Review Close notes when strategy slides change
Bring the latest CRM context into every strategic update.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
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
Teams review a deck without checking the notes that explain the current customer situation.
- Surfaces recent customer context
- Improves decision quality
- Reduces tab switching
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Close once in Notis.
- 2Create an automation named Strategy slide note review.
- 3Tell Notis to retrieve relevant Close notes when a new slide references a lead, account, or deal, then summarize what matters for the slide.
- 4Pick the Google Slides New Slide Added trigger.
- 5Choose a report channel, then test with one real strategy slide.
Questions about this workflow
Does this change Close data?
No. The Get Notes action retrieves notes for analysis and reporting.
What if no lead is identifiable?
Ask Notis to report that the lead could not be identified and request the missing context.
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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