Save proposal context from sent Outlook emails
Your CRM shows what was sent, why it matters, and what happens next.
Trigger
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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
Proposal details stay in sent mail, making deal reviews slower and less reliable.
- Improve deal visibility
- Preserve commercial context
- Speed up reviews
Setup
Build it in a few focused steps.
- 1Connect Outlook and Close in Notis once.
- 2Create a new automation and name it.
- 3Tell Notis to recognize proposal or quote emails, summarize the commercial context, and add it as a Close note.
- 4Pick New Sent Message as the trigger.
- 5Choose a report channel, then test with one proposal email.
Questions about this workflow
Can it include the promised next step?
Yes. Ask Notis to include deadlines, requested decisions, and follow-up commitments found in the message.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Close. A trigger fires from one place; an action lands in another.
Outlook 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 Contact Added
Triggered when a new contact is added in the Outlook contacts.
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.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
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.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Connect any two apps with Notis in the middle.
Outlook and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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