Turn sales attachments into Close tasks
Upload the document once and let Notis create the review or follow-up task in Close.
Trigger
New Attachment Added
Triggers when a new attachment is uploaded to a Confluence page. Optionally filters by media type.
Action
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.
Why this helps
Important proposals and account files get uploaded but no one owns the next action.
- Assign a visible next step
- Keep document-driven work moving
- Reduce inbox and folder chasing
Setup
Build it in a few focused steps.
- 1Connect Confluence and Close once in Notis.
- 2Create an automation for sales attachment follow-up.
- 3Tell Notis to create a Close task when a new attachment is a prospect-related document requiring review, quoting or outreach.
- 4Pick the New Attachment Added trigger and optionally limit the media type.
- 5Choose a report channel, test with one real attachment, and confirm the task.
Questions about this workflow
Can this focus on certain file types?
Yes. The trigger optionally filters by media type.
Will the file be uploaded to Close?
The action creates a task. Ask Notis to include the attachment name and source page context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Confluence to Close. A trigger fires from one place; an action lands in another.
Confluence 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.
New Attachment Added
Triggers when a new attachment is uploaded to a Confluence page. Optionally filters by media type.
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.
Blog Post Added to Label
Triggers when a new blog post is added to a specific label in Confluence.
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.
Blogpost Inline Comment Added
Triggers when a new inline comment is added to a Confluence blog post.
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.
Blog Post Like Count Changed
Triggers when a Confluence blog post's like count changes (someone likes or unlikes).
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.
Blog Post Updated
Triggers when a Confluence blog post is updated (any edit that creates a new version).
Content Restrictions Changed
Triggers when view or edit restrictions change on a Confluence page or blog post. Detects user/group restrictions being added, removed, or modified.
Connect any two apps with Notis in the middle.
Confluence and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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