Turn a commercial ClickUp Space update into a Close lead
A new commercial initiative can start with a CRM record while the project structure is being set up.
Trigger
Space Updated
Triggers when a Space is updated (renamed, settings changed, etc.).
Action
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.
Why this helps
New sales initiatives begin in project organization and reach the CRM too late.
- Captures initiatives early
- Creates a shared CRM record
- Reduces setup duplication
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Close in the Notis portal.
- 2Create an automation that creates a Close lead only when the Space update includes a new commercial initiative and company details.
- 3Pick ClickUp Space Updated as the trigger.
- 4Choose a report channel and test with one qualifying Space update.
Questions about this workflow
What if the Space update has no company context?
Notis should report the missing information and skip lead creation.
Can this handle an existing lead?
Tell Notis to avoid duplicates when an existing Close lead identifier is present.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Close. A trigger fires from one place; an action lands in another.
Clickup 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.
Folder Created
Triggers when a new Folder is created.
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.
Folder Deleted
Triggers when a Folder is deleted.
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.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
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.
List Created
Triggers when a new List is created.
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.
List Deleted
Triggers when a List is deleted.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
Connect any two apps with Notis in the middle.
Clickup and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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