Record device generated call activity in Close
Keep a call outcome beside the lead record when a connected workflow supplies the necessary details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Call
Creates a record of an inbound or outbound call.
Why this helps
Call context can be separated from the lead when an external device or system reports the interaction.
- Record inbound or outbound call activity in Close.
- Keep supplied call notes with the sales record.
- Reduce re-entry of call details from external workflows.
Setup
Build it in a few focused steps.
- 1Connect Adafruit IO and Close once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to log a Close call when a request contains the lead and call information needed for the record.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real example and confirm the call activity in Close.
Questions about this workflow
Does Adafruit IO provide call events?
No call trigger is listed for Adafruit IO. This workflow requires an external system or backend to send a request with call details.
Can a call recording be included?
Only if a recording URL and the other needed call details are supplied in the request and supported by the connected Close action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adafruit IO to Close. A trigger fires from one place; an action lands in another.
Adafruit IO 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.
Adafruit IO and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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