Track sent proposals with a Close follow-up task
Send the proposal, then let Notis capture the follow-up you meant to remember.
Trigger
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
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
Once a quote leaves your outbox, it is easy for the next check-in to fall behind newer work.
- Create a task from a sent proposal email.
- Keep the follow-up action visible in Close.
- Reduce manual reminders after sending sales materials.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Close once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a Close task when a sent email contains a proposal or quote, using any follow-up timing stated in the email.
- 4Pick Email Sent as the trigger and choose where run reports should go.
- 5Test with one real sent proposal email and review the resulting task.
Questions about this workflow
Does this create a task after every sent email?
The instruction can limit task creation to sent messages that contain a proposal or quote. The trigger polls Gmail's Sent label.
Can it set a follow-up date?
It can use a timing or date included in the email or your instruction. If no date is supplied, the automation should not invent one.
Will the task be attached to the correct lead automatically?
The listed action can associate a task with a lead, but the workflow does not assume Gmail metadata supplies a Close lead ID.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Close. A trigger fires from one place; an action lands in another.
Gmail 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.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
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 Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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.
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.
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.
Gmail and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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