Create Close tasks from new sales space content
Keep a sales space active by turning documented next steps into Close tasks automatically.
Trigger
New Space Content Added
Triggers when new content (pages or blog posts) is added to a Confluence space. Attachments are not supported at space level; use the 'New Attachment Added' trigger instead.
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
New sales content contains commitments that disappear into documentation after the meeting ends.
- Catch commitments across pages and posts
- Centralize follow-up in Close
- Reduce end-of-week cleanup
Setup
Build it in a few focused steps.
- 1Connect Confluence and Close once in Notis.
- 2Create an automation for sales space follow-up.
- 3Tell Notis to create a Close task for each explicit prospect-related next step found in new space content.
- 4Pick the New Space Content Added trigger.
- 5Choose where reports go, test with one new item, and review the created task.
Questions about this workflow
Are attachments included?
No. This trigger covers new pages and blog posts; use the attachment trigger for uploads.
Can one item create multiple tasks?
Yes, if the content contains multiple distinct prospect-related next steps.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Close.