Keep confirmed calls reconciled in Close
Use a regular review to close the gap between documented conversations and Close activity history.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Call records can remain incomplete when activity is captured in another process first.
- Improve activity completeness
- Avoid unsupported records
- Reduce manual reconciliation work
Setup
Build it in a few focused steps.
- 1Connect Close and the source of confirmed call details in Notis once.
- 2Create an automation for scheduled call reconciliation.
- 3Tell Notis to create Close calls only for confirmed records, using supplied direction, lead, and available call details.
- 4Choose a Notis cron trigger and select a report channel.
- 5Run one test cycle with a small known set.
Questions about this workflow
What if a record lacks a lead identifier?
Ask Notis to report it as unresolved and skip creating the call.
Can the workflow avoid duplicates?
Tell Notis to compare the available Close context before creating a record.
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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