Add a regular chat pipeline check to Close
Make space to check which conversations need attention before they go quiet.
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
Open sales chats can sit without a clear next step when there is no routine for reviewing them.
- Create a predictable prompt to review chat conversations
- Keep the review task in Close
- Make it easier to spot conversations without a next step
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 a recurring schedule to review the WhatsApp sales conversations you specify for an owner and next step.
- 4Choose a Notis schedule as the trigger and select where run reports should go.
- 5Run one example and confirm the review task appears in Close.
Questions about this workflow
Will Notis find conversations with no next step?
The available action creates a task and the listed Close note action retrieves notes. It does not list leads or WhatsApp conversations, so provide the review scope or treat the task as a manual review prompt.
Can the task be associated with a lead?
The task action can be associated with a lead when the required lead information is available.
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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