Review Close notes alongside campaign activity
Make the next sales decision with the relationship history in view.
Trigger
Campaign Trigger
Triggered when a campaign is sent or experiences an event in Mailchimp
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
Campaign activity lacks meaning when it is reviewed without account history.
- Reduce tab switching
- Improve campaign follow-up quality
- Give reviewers relevant history
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and Close in Notis once.
- 2Create an automation describing which notes to retrieve and how to present them.
- 3Pick the Mailchimp Campaign Trigger.
- 4Choose where run reports should go.
- 5Test with one event tied to an identifiable lead.
Questions about this workflow
Can notes be filtered by date?
Yes. Close supports optional date range filtering when the needed dates are provided.
Does this create a task too?
No. This workflow retrieves notes; create a separate task workflow if a follow-up action is needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Mailchimp to Close. A trigger fires from one place; an action lands in another.
Mailchimp 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.
Campaign Trigger
Triggered when a campaign is sent or experiences an event in Mailchimp
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.
Profile Update Trigger
Triggered when a subscriber's profile is updated in Mailchimp
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.
Subscribe Trigger
Triggered when a subscriber subscribes to Mailchimp
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.
Unsubscribe Trigger
Triggered when a subscriber unsubscribes from Mailchimp
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.
Mailchimp and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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