Create Close leads from resume data
Put relevant company context from parsed resumes where your sales team can act on it.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Lead
Creates a new lead in the sales pipeline.
Why this helps
Useful company details in resumes can be missed when they stay buried in a separate document workflow.
- Move relevant company information into Close with less retyping.
- Apply your own criteria before creating a lead.
- Keep uncertain or irrelevant resume records out of the CRM.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Close once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Tell Notis to create a Close lead only when supplied resume details identify a relevant company for your sales process.
- 4Choose the webhook trigger and a channel for run reports.
- 5Test with one real parsed resume and review the resulting lead.
Questions about this workflow
Are resumes a standard source of sales leads?
This workflow is useful only when your process treats some resume information as relevant company or prospect context. Set that criterion in your instruction.
Can Notis decide whether a company is relevant?
It can assess details you provide against your stated criteria. Provide any needed qualification rules and skip uncertain cases.
Will it add candidate data as a Close contact?
The listed action creates a lead with optional contact details. Use only contact information supplied and appropriate for your process.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Close. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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