Capture Ably Inbound Interest as a Close Lead
Give each promising inbound event a home in Close before it slips out of view.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Prospect details arrive through event streams, then get lost while you switch tools to create a CRM record.
- Capture new prospect context in Close while it is fresh.
- Reduce manual copying between event monitoring and CRM.
- Keep lead creation tied to a clear inbound signal.
Setup
Build it in a few focused steps.
- 1Connect Ably and Close once in the Notis portal.
- 2Create an automation by telling Notis to create a Close lead when an Ably webhook contains new prospect or inquiry details.
- 3Pick the webhook trigger for the automation.
- 4Choose where Notis should send run reports.
- 5Test with one real Ably event and confirm the lead details are useful.
Questions about this workflow
Does Ably provide a native trigger for this workflow?
No. Start it with a Notis webhook, which is an HTTP request that starts the automation.
What should the webhook include?
Provide the prospect details you want Notis to use, such as a company name and available contact information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ably to Close. A trigger fires from one place; an action lands in another.
Ably 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.
Ably and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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