Review Close notes alongside new Asana prospect tasks
See relevant Close note history when a new prospect task lands in Asana.
Trigger
New Task Created
Triggers when a new task is created in a project.
Action
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.
Why this helps
A new prospect handoff can require a manual search through Close to find prior context.
- Bring existing notes into the prospect handoff.
- Reduce time spent searching across apps.
- Avoid returning notes for a lead that cannot be identified.
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 how a task identifies a Close lead and ask Notis to retrieve that lead's notes for review.
- 4Pick the Asana New Task Created trigger and choose where run reports go.
- 5Test with one real task for a lead that has Close notes.
Questions about this workflow
Does this create a new Close note?
No. The selected action retrieves existing note activities from Close.
What if the lead cannot be identified from the task?
Ask Notis to report the ambiguity rather than retrieve notes for a guessed lead.
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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