Respond to webhook events by SMS
Let a trusted external event start a focused SMS response without manual copying.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Time sensitive requests lose value when they wait in a queue for someone to send a message.
- Speed up approved responses
- Keep message rules in one prompt
- Reduce repetitive sending
Setup
Build it in a few focused steps.
- 1Connect the source service and Close in Notis once.
- 2Create an automation for webhook SMS responses.
- 3Tell Notis when to send a Close SMS, who may receive it, and what the message must contain.
- 4Choose a Notis webhook trigger and select a report channel.
- 5Send one real test payload.
Questions about this workflow
Can the automation refuse unapproved messages?
Yes. State the approval conditions and instruct Notis to report and skip anything outside them.
Can the payload supply the recipient number?
Yes, when the webhook includes a valid phone number.
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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