Turn new 7shifts locations into Close leads
Give every promising restaurant location a clean starting point in Close without retyping account details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
New location information can remain isolated in operations software and never reach the sales pipeline.
- Captures opportunities early
- Preserves location context
- Starts pipeline work consistently
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Close once in the Notis portal.
- 2Create a new automation and name it.
- 3Describe the outcome: create a Close lead from each qualifying 7shifts location payload and include only the supplied company details.
- 4Choose the notis_webhook trigger and connect the webhook to the source process.
- 5Choose where run reports go, then test with one real location payload.
Questions about this workflow
Can this create contacts too?
Yes, if the webhook supplies contact details, instruct Notis to include them when creating the lead.
What if the payload lacks a website?
Notis can create the lead with the available information and report the missing website for later enrichment.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 7shifts to Close. A trigger fires from one place; an action lands in another.
7shifts 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.
7shifts and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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