Text the Close owner when a new Coda account arrives
Make urgent new account intake visible without another inbox check.
Trigger
New Coda Document Trigger
Triggers when a new Coda document is created.
Action
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.
Why this helps
New account records can wait unnoticed between planning and sales systems.
- Speeds owner awareness
- Reduces inbox dependence
- Keeps intake tied to account context
Setup
Build it in a few focused steps.
- 1Connect Coda and Close in Notis once.
- 2Create an automation for urgent new account intake.
- 3Tell Notis to send a Close SMS with the document summary and requested response, using supplied phone details and skipping records without urgency.
- 4Pick the New Coda Document trigger.
- 5Choose where run reports go and test with one urgent account document.
Questions about this workflow
Can every new document trigger a text?
Only if you instruct Notis to do that. Otherwise define an urgency cue to limit messages.
What if no phone is available?
The workflow should report the missing phone detail for manual follow-up.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Coda to Close. A trigger fires from one place; an action lands in another.
Coda 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.
Coda Document Deleted Trigger
Triggers when a Coda document is deleted.
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 Coda Document Trigger
Triggers when a new Coda document is created.
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 Coda Page Trigger
Triggers when a new page is added to a Coda document.
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.
Specific Coda Page Updated Trigger
Triggers when a specific page within a Coda document is updated.
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.
Coda and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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