Keep important reminders moving by SMS
Use a simple recurring review to send timely reminders without rebuilding the list by hand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Reminder outreach gets postponed when deciding who needs a message takes too much effort.
- Reduce reminder backlog
- Apply consistent outreach rules
- Keep messages concise
Setup
Build it in a few focused steps.
- 1Connect Close in Notis once.
- 2Create an automation for scheduled reminder SMS.
- 3Tell Notis which available Close context qualifies a contact and what reminder message to send.
- 4Choose a Notis cron trigger and select a report channel.
- 5Run one test cycle with a small confirmed set of contacts.
Questions about this workflow
Where does the recipient information come from?
Use phone details available to the Close action or supplied by you in the instruction.
Can I limit the number of messages?
Yes. Include a daily or cycle limit in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Close. A trigger fires from one place; an action lands in another.
Pipedrive 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 Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
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 Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
Pipedrive and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Close.