Keep Ably Reported Sales Calls in Close
Capture a call while its context is still available, so your sales history stays together in Close.
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
Call outcomes can land in an event stream without making it into the CRM activity history your team relies on.
- Preserve call context in the sales activity timeline.
- Avoid manually recreating call records after an event arrives.
- Make relevant call details easier to find alongside the lead.
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 call record when an Ably webhook reports a completed sales call.
- 3Pick the webhook trigger for the automation.
- 4Choose where Notis should send run reports.
- 5Test with one real call event and verify the record uses only the details provided.
Questions about this workflow
What details can Notis use for the call record?
Notis can use call details supplied in the event and the instruction, such as a lead identifier, direction, phone, duration, or note when available.
Will it invent missing call details?
No. Any needed detail that is not present in the event must be supplied separately; the automation should not assume it.
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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