Bring existing Close notes into a deal stage review
Before acting on a deal stage change, surface the Close notes that may explain the account history and open questions.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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 sales context can be split between a pipeline update and notes stored elsewhere.
- Surface relevant existing notes for review
- Reduce context switching during stage changes
- Keep prior activity in view before choosing a next step
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Close once in the Notis portal.
- 2Create an automation from Automations, New Automation.
- 3Tell Notis to retrieve Close notes relevant to the deal and summarize them in the run report, flagging when no matching lead can be identified.
- 4Choose the HubSpot Deal Stage Updated trigger and a report channel.
- 5Test with one real stage change and review the run report.
Questions about this workflow
Will this create or change a note?
No. The listed Close action retrieves notes. Ask Notis to summarize the returned notes in its run report.
What if the deal cannot be matched to a Close lead?
Instruct Notis to report that it could not identify a matching lead rather than infer one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Close. A trigger fires from one place; an action lands in another.
Hubspot 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.
Contact Created Trigger
Contact Created Trigger
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.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
Hubspot and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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