Check Close notes when Asana lead context changes
Use a meaningful task update as a cue to revisit what the CRM already knows.
Trigger
Task Updated
Triggers when a task is updated 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
New information changes the sales conversation, but prior CRM notes remain out of sight.
- Revisit relevant history when context changes.
- Reduce repeated manual searches.
- Use existing notes to inform next steps.
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 task updates call for lead history and how Notis can identify the matching Close lead.
- 4Pick the Asana Task Updated trigger and choose where run reports go.
- 5Test with one real update where reviewing notes is useful.
Questions about this workflow
Will every edit retrieve notes?
Describe the meaningful update that should prompt retrieval. Notis can only use the event context it receives.
Can it tell which notes are new since the last update?
Only if the required history or date baseline is available. Otherwise ask it to retrieve the notes available for the identified 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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