Log inbound calls in Close automatically
Keep the call history complete while the details are still accurate.
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
Calls go missing from the CRM when logging waits until after the conversation and context has faded.
- Preserve accurate call history
- Reduce after-call admin
- Give teammates better context
Setup
Build it in a few focused steps.
- 1Connect 1Password and Close in Notis once.
- 2Create an automation named Inbound call log.
- 3Tell Notis which call details to record in one instruction.
- 4Choose the webhook trigger and select a report channel.
- 5Send one real call payload to test it.
Questions about this workflow
Which call details can be recorded?
The action supports lead, direction, contact, phone, duration, note, recording URL, and user details when supplied.
Can it record outbound calls too?
Yes, specify outbound direction in the instruction and payload.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 1password to Close. A trigger fires from one place; an action lands in another.
1password 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.
1password and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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