Reconcile 7shifts calls with Close weekly
Keep the CRM timeline complete without asking the team to remember a second update after every call.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Operational calls can be recorded in one system while Close remains incomplete.
- Finds missing activity records
- Improves handoff visibility
- Reduces end-of-week cleanup
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: compare supplied 7shifts call activity with Close context and create only missing call records with available details.
- 4Choose a notis_cron trigger and set the recurring schedule.
- 5Choose where run reports go, then test with one real activity sample.
Questions about this workflow
How are duplicates avoided?
Provide stable call identifiers or matching details and instruct Notis to skip records already represented in Close.
Can incomplete calls be logged?
Yes, if the required lead and direction details are supplied; otherwise Notis should report what is missing.
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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