Give every new organization a qualification step
Make company intake lead to a concrete qualification action instead of an unowned record.
Trigger
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Action
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.
Why this helps
New organizations are easy to add and easy to forget without a next step.
- Create consistent qualification
- Reduce forgotten prospects
- Clarify the first sales action
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Close in Notis once.
- 2Create an automation for organization qualification tasks.
- 3Tell Notis to create a Close task describing the next qualification step using the new organization context.
- 4Pick New Organization Received as the trigger and choose a report channel.
- 5Test with one real organization.
Questions about this workflow
Can the task vary by organization details?
Yes. Ask Notis to tailor the task using information present in the event.
Can I set a standard due window?
Yes. Include your preferred due timing in the instruction.
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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