Turn chat follow-ups into Close tasks
Make the next sales step visible in Close as soon as a conversation calls for one.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
You finish a useful chat meaning to follow up, then the next urgent thing pushes it out of mind.
- Put the next step in your sales workspace
- Keep follow-up intent attached to the conversation context
- Spend less time turning chats into to-dos
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 when a WhatsApp conversation sent to the webhook needs follow-up, using the supplied lead context and next step.
- 4Choose the Notis webhook as the trigger and select where run reports should go.
- 5Send one real follow-up example and confirm the task appears in Close.
Questions about this workflow
Can Notis decide when a conversation needs follow-up?
You can describe the condition in your instruction, and include the relevant conversation context in the webhook request. The workflow cannot rely on unprovided history or signals.
Can it set a due date?
Ask for a due date only when the request or your instruction provides a basis for one. The task action supports a due date.
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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