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Notis

Send a Close SMS for a new playlist launch

Coordinate launch moments while they are still timely.

Trigger

New Playlist in YouTube Channel

Triggers when a new playlist is added to a YouTube channel.

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

Launch contacts hear about new playlists late because updates depend on manual messages.

  • Speed up launch coordination
  • Use consistent milestone messaging
  • Keep outreach logged in Close

Setup

Build it in a few focused steps.

  • 1Connect YouTube and Close once in the Notis portal.
  • 2Create an automation describing which playlist launches should send an SMS.
  • 3Pick New Playlist in YouTube Channel as the trigger.
  • 4Choose where run reports go and test with one real playlist.

Questions about this workflow

Can I limit this to selected playlist names?

Yes. Include the naming or topic rule in your plain language instruction.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Youtube to Close. A trigger fires from one place; an action lands in another.

Youtube triggers

Close actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

New YouTube Activity

Triggers when a new activity is detected on a YouTube channel.

TriggerPolling

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.

ActionInstant

New Item in YouTube Playlist

Triggers when a new item is added to a YouTube playlist.

TriggerPolling

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.

ActionInstant

New Playlist in YouTube Channel

Triggers when a new playlist is added to a YouTube channel.

TriggerPolling

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.

ActionInstant

New YouTube Channel Subscription

Triggers when a new channel is subscribed.

TriggerPolling

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.

ActionInstant

Connect any two apps with Notis in the middle.

Youtube and Close, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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