Log discovery calls in Close from transcripts
Keep discovery context available when the next conversation starts.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Discovery transcripts contain valuable details but rarely become structured CRM activity.
- Preserve buyer context
- Improve handoffs
- Reduce transcript rework
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Close once in Notis.
- 2Create a new automation for discovery call logging.
- 3Tell Notis to create a Close call with the supplied lead, direction, contact, phone, duration, discovery summary, recording URL, and user details.
- 4Pick the Notis webhook trigger and send transcript summaries to it.
- 5Choose a report channel, then test with one real discovery transcript.
Questions about this workflow
Can Notis summarize the transcript before logging it?
Yes. Include the desired summary format in the automation instruction.
Are recording URLs supported?
Yes. The Close call action accepts an optional recording URL.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Close. A trigger fires from one place; an action lands in another.
0CodeKit 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.
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.
0CodeKit and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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