Review Close notes when sales documents change
When a key sales document changes, see the context already stored in Close.
Trigger
Document Search Update
Triggers when a Google Doc matching a user-defined search query is newly created or updated since the last poll. This trigger uses timestamp filtering to efficiently monitor documents.
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 document updates force founders to search multiple systems for history.
- Bring CRM context to document reviews
- Reduce app switching
- Spot unresolved history
Setup
Build it in a few focused steps.
- 1Connect Google Super and Close in Notis.
- 2Create an automation named Sales Document Notes Review.
- 3Tell Notis to retrieve relevant Close notes when a matching Google Doc is created or updated and summarize what needs attention.
- 4Pick Document Search Update as the trigger and choose a report channel.
- 5Test with one matching document update.
Questions about this workflow
How are relevant notes selected?
Tell Notis which lead, account, topic, or document context to use when requesting Close notes.
Does this edit notes?
No. The selected Close action retrieves notes for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Super to Close. A trigger fires from one place; an action lands in another.
Google Super 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.
Aggregate Metric Changed
Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.
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.
Attendee Response Changed
Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.
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.
Cell Range Values Changed
Triggers when values in a specified A1 range change in Google Sheets. This trigger monitors a specific cell or range of cells and fires when any values change.
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.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
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.
Conditional Format Rule Changed
Triggers when conditional formatting rules change in a Google Spreadsheet. Detects when rules are added, updated, or removed. Uses snapshot-based diffing to detect changes between polls.
Data Validation Rule Changed
Triggers when data validation rules change (added/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
Connect any two apps with Notis in the middle.
Google Super and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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