Turn documented Asana calls into Close call records
A call outcome documented in Asana can become a record in Close without retyping the details.
Trigger
New Comment on Task
Triggers when a comment is added to a task in a project.
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
Call outcomes recorded in project discussions are hard to find later in the sales history.
- Keep call outcomes with CRM activity.
- Reduce repeated entry of documented call details.
- Avoid inventing lead or call information.
Setup
Build it in a few focused steps.
- 1Connect Asana and Close once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language from any channel.
- 3Describe which comments document completed sales calls and require Notis to create records only when the lead and call details are clear.
- 4Pick the Asana New Comment on Task trigger and choose where run reports go.
- 5Test with one real comment documenting a completed call.
Questions about this workflow
Can it create a call record from a vague note?
It should only create the record when required information is available. Ask Notis to report unclear lead identity or call direction.
Does this workflow place a phone call?
No. The Close action creates a call record. It does not make a call.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Close. A trigger fires from one place; an action lands in another.
Asana 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.
Attachment Added to Task
Triggers when an attachment is added to a task.
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.
New Comment on Task
Triggers when a comment is added to a task in a project.
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.
New Task Created
Triggers when a new task is created in a project.
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.
Task Moved to Section
Triggers when a task is moved to a section in a project.
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.
Tag Added to Task
Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.
Task Updated
Triggers when a task is updated in a project.
Connect any two apps with Notis in the middle.
Asana and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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