Turn every demo request into a Close follow-up task
Make the next follow-up obvious as soon as a demo request arrives.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Demo requests can be acknowledged but still lack a clear owner or next action.
- Create a concrete next step immediately
- Preserve urgency from the request
- Keep follow-up work visible in Close
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Close once in Notis.
- 2Create a new automation for demo follow-up.
- 3Tell Notis to create a Close task from each demo request, using the supplied lead context and due date guidance.
- 4Pick the Notis webhook trigger and point the demo request sender to it.
- 5Choose a report channel, then test with one real demo request.
Questions about this workflow
Can the task be linked to a lead?
Yes. Ask Notis to associate the task when the webhook includes a matching Close lead identifier or enough context to identify one.
What if no due date is supplied?
Define a default due date in your instruction, or ask Notis to report the missing date instead.
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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