Record reported sales calls in Close
Keep call activity visible when the details arrive later by email.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
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
Calls discussed in email can remain outside the CRM activity history.
- Record calls described in follow-up emails.
- Preserve available call notes and direction.
- Skip messages that do not clearly describe a completed call.
Setup
Build it in a few focused steps.
- 1Connect Agent Mail and Close once in the Notis portal.
- 2Create an automation by telling Notis the outcome you want.
- 3In one instruction, ask Notis to create a Close call record only when an email clearly reports a completed call, using only details provided in the message.
- 4Pick the Agent Mail New Email Received trigger and choose where run reports go.
- 5Test with one real email that reports a completed call.
Questions about this workflow
Does this record the call audio?
No. This action creates a call record. A recording URL can only be included if the email provides one.
What if the lead cannot be identified?
Tell Notis to skip creating a call record when it cannot confidently associate the reported call with a lead.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Close. A trigger fires from one place; an action lands in another.
Agent mail 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.
New Email Received
Trigger for new emails in an AgentMail inbox
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.
Agent mail and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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