Keep threat review conversations attached to the lead
Use the scheduled check to capture confirmed call details in Close, with the security context the team needs later.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Call
Creates a record of an inbound or outbound call.
Why this helps
Important conversations about abuse reports or IP reputation can be hard to find when call notes are separated from threat review work.
- Keep relevant call history alongside the lead.
- Include the threat context in the call note.
- Reduce manual CRM updates after a review.
Setup
Build it in a few focused steps.
- 1Connect Abuselpdb and Close once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a Close call record only when the supplied review data confirms a completed call and includes its lead and call details.
- 4Pick the schedule trigger and choose where run reports should go.
- 5Test with one completed call example and check the lead association and note.
Questions about this workflow
Does this workflow place a call?
No. The Close action creates a call record. It does not place a phone call.
What if the scheduled input has no call details?
The instruction should tell Notis to skip creating a call record unless the input confirms a completed call and supplies the information needed to associate and describe it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abuselpdb to Close. A trigger fires from one place; an action lands in another.
Abuselpdb triggers
Close actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create SMS Message
Creates an SMS activity to log a sent, received, or draft message.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Call
Creates a record of an inbound or outbound call.
Create Email
Create Lead
Creates a new lead in the sales pipeline.
Create Task
Creates a task to track a to-do item.
Delete Call
Deletes a call record; this action cannot be undone.
Get Notes
Retrieves recorded notes.
Get Contact
Retrieves a contact by ID.
Connect any two apps with Notis in the middle.
Abuselpdb and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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