Get a Close prep task before the meeting starts
Give yourself a small runway before the call. Notis can turn an upcoming prospect meeting into a Close task to review the lead and prepare.
Trigger
Event Starting Soon
Triggers when a calendar event is within a configured number of minutes from starting. Returns event details, time remaining, attendees, and join links when available.
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
Meetings arrive back to back, leaving little time to remember the follow-up context or prepare a useful agenda.
- Put a preparation action into Close before a relevant meeting.
- Use the event details and time remaining returned by the trigger.
- Reduce last-minute context switching before prospect conversations.
Setup
Build it in a few focused steps.
- 1Connect Google Calendar and Close once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for meeting preparation.
- 3In one instruction, ask Notis to create a Close task for an upcoming prospect or customer meeting using the event details available.
- 4Pick the Google Calendar Event Starting Soon trigger and choose where run reports should go.
- 5Test with one real meeting and confirm the task timing and wording.
Questions about this workflow
Can the workflow create tasks for every event?
Tell Notis to create a task only when the event appears to be a prospect or customer meeting. The trigger can be configured for a number of minutes before the start.
Can it link the task to the right Close lead?
Ask Notis to associate the task when the returned details identify a matching lead. If the event lacks enough information to identify one, have it report that gap for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Calendar to Close. A trigger fires from one place; an action lands in another.
Google Calendar 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.
Attendee Response Changed
Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.
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.
Event Canceled or Deleted
Triggers when a Google Calendar event is cancelled or deleted. Returns minimal data: event_id, summary (if available), and cancellation timestamp.
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.
Event Starting Soon
Triggers when a calendar event is within a configured number of minutes from starting. Returns event details, time remaining, attendees, and join links when available.
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.
Calendar Event Changes
**SOON TO BE DEPRECATED** - Use Calendar Event Sync (polling trigger) instead. Real-time webhook trigger for calendar event changes. Returns event metadata only. For full event data, use Calendar Event Sync (polling trigger).
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.
Event Created
Polling trigger that fires when a new calendar event is created. Returns event ID, summary, start/end times, and organizer info.
Calendar Event Sync
Polling trigger that returns full event data including details, attendees, and metadata. For real-time notifications with basic info, use Calendar Event Changes (webhook).
Connect any two apps with Notis in the middle.
Google Calendar and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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