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Notis

Log Close calls from conversation webhooks

Keep your activity timeline complete without manual after-call logging.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

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.

Why this helps

Call summaries arrive from other systems but sales history remains incomplete.

  • Keeps activity timelines complete
  • Supports inbound and outbound records
  • Cuts after-call administration

Setup

Build it in a few focused steps.

  • 1Connect Google Slides and Close once in Notis.
  • 2Create an automation named Conversation webhook call log.
  • 3Tell Notis to create a Close call using the lead, direction, contact, phone, duration, notes, and recording URL supplied by the webhook.
  • 4Choose the Notis webhook trigger.
  • 5Choose a report channel, then test with one real conversation event.

Questions about this workflow

Can it include a recording URL?

Yes, when the webhook supplies one.

What if the lead is missing?

Tell Notis to report the missing lead instead of guessing.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Google Slides to Close. A trigger fires from one place; an action lands in another.

Google Slides triggers

Close actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

New Slide Added

Fires when a new slide is added to a Google Slides presentation.

TriggerPolling

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Google Slides and Close, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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