Review device sourced inquiries and create Close leads
Gather business inquiries surfaced by connected projects into Close during a regular review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Lead
Creates a new lead in the sales pipeline.
Why this helps
Device sourced opportunities can be missed when there is no routine to turn available signal data into sales records.
- Create leads for inquiries that meet your stated criteria.
- Keep the review on a predictable schedule.
- Use only company and contact details available to the workflow.
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 which available records count as business inquiries and what supplied details to include in a Close lead.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and review the created lead in Close.
Questions about this workflow
Will a schedule find new records automatically?
A schedule starts a review of information available to Notis. The workflow must have access to the records it should review; it does not create a native Adafruit IO trigger.
What if a record lacks a company name?
The workflow should only create leads when the details required by your instruction are available. Add any necessary qualification rules to the prompt.
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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