Keep compliance calls in the lead history
Capture the call while the context is fresh and keep it attached to the right Close lead.
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
Important sales conversations about audits or compliance can be hard to reconstruct when call details are not logged promptly.
- Record call direction and notes from supplied details.
- Keep the activity associated with the supplied lead.
- Reduce end-of-day call logging.
Setup
Build it in a few focused steps.
- 1Connect 21risk and Close once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to create a Close call record using the supplied lead, direction, and available call details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real call record and check its lead association.
Questions about this workflow
Can it find the lead from a 21risk audit?
Only when the request or available context supplies enough information, such as a Close lead ID. The action supports a lead association.
Are call recordings required?
No. The action supports an optional recording URL along with other optional call details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Close. A trigger fires from one place; an action lands in another.
21risk 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.
21risk and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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