Keep deal calls documented in Close
Preserve call evidence from the deal intake moment so your activity history stays trustworthy.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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
Important call context gets lost when deal creation and activity logging happen in separate systems.
- Improve activity history
- Reduce duplicate logging
- Keep call evidence with the lead
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Close in Notis once.
- 2Create an automation for documented deal calls.
- 3Tell Notis to create a Close call only when the event contains confirmed call direction, lead, and call details.
- 4Pick New Deal Received as the trigger and choose a report channel.
- 5Test with a deal event that includes call evidence.
Questions about this workflow
What happens if call details are missing?
Tell Notis to skip the call record and report what information is missing.
Can it log inbound and outbound calls?
Yes. Specify that the direction should follow the confirmed event details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Close. A trigger fires from one place; an action lands in another.
Pipedrive 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 Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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 Note Received Trigger
Triggered when a new note is created in Pipedrive
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.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
Pipedrive and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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