Keep WhatsApp leads on your review list
Give your lead review a dependable place in Close so it does not rely on remembering to start one.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Leads from chat accumulate, and a review habit is easy to skip when the week gets busy.
- Put a regular review on your Close task list
- Reduce the effort of remembering to start a review
- Use one recurring reminder for the scope you describe
Setup
Build it in a few focused steps.
- 1Connect 2chat and Close once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create one from any channel.
- 3Ask Notis in one instruction to create a Close task on the recurring schedule reminding you to review the WhatsApp leads you specify.
- 4Choose a Notis schedule as the trigger and select where run reports should go.
- 5Run one scheduled example and confirm the task appears in Close.
Questions about this workflow
Does the schedule inspect all WhatsApp leads automatically?
The listed Close task action creates a task; it does not retrieve or search leads. Describe the review scope in your instruction or supply the relevant information separately.
Can I choose how often it runs?
Yes. Select the recurring schedule when choosing the Notis trigger.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Close. A trigger fires from one place; an action lands in another.
2chat 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.
2chat and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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