Review Close notes every day
Start the day with the account history needed for focused follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Important customer context is scattered across notes and rarely reviewed before planning begins.
- Creates a consistent review habit
- Surfaces recent commitments
- Reduces context switching before outreach
Setup
Build it in a few focused steps.
- 1Connect Close in Notis once.
- 2Create an automation that retrieves Close notes for the leads and date range you specify, then summarizes follow-up themes.
- 3Pick a Notis recurring schedule trigger.
- 4Choose where run reports should go and test the next run with one real lead.
Questions about this workflow
Which leads will it review?
Provide the lead IDs or a clear lead list in the automation prompt; the schedule alone cannot infer them.
Can it review a specific date range?
Yes. Include the date window in the prompt so Notis can use the available filters.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Tasks to Close. A trigger fires from one place; an action lands in another.
Google Tasks 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 Task Created
Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.
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 Task List Created
Triggers when a new Google Tasks task list is created. This trigger monitors Google Tasks and fires when new task lists are detected.
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.
Task Details Changed
Triggers when a specific task's details change. This trigger monitors a single Google Task and fires when any of its details (title, notes, status, due date, completion, position) are modified.
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.
Task List Changed
Triggers when a task list changes (title or content updates). This trigger monitors a specific Google Tasks list and fires when changes are detected.
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.
Task Updated
Triggers when an existing task is updated in a Google Tasks list. This trigger monitors a specific task list and fires when tasks are modified.
Connect any two apps with Notis in the middle.
Google Tasks and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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