Capture Slack inbound inquiries as Close leads
A teammate shares a new inquiry in Slack. Notis can create a Close lead from the available company and contact context, so the opportunity is ready for a proper follow-up.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Action
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.
Why this helps
Inbound interest is mentioned in Slack but no one has time to transfer it into the CRM before the next task takes over.
- Put concrete inbound opportunities into Close promptly.
- Reduce repeated copy-and-paste entry from Slack.
- Give the team one CRM record to continue from.
Setup
Build it in a few focused steps.
- 1Connect Slack and Close to Notis once through the portal.
- 2In Automations, create a new automation and name it for inbound lead capture.
- 3Write a single plain-language prompt asking Notis to create a Close lead for a genuine inbound sales inquiry in Slack using the company and contact details present.
- 4Select the Slack Channel Message Received trigger and choose where run reports should go.
- 5Test with one real Slack message that includes a clear inbound inquiry and review the lead in Close.
Questions about this workflow
Should every message about a company create a lead?
No. Tell Notis to create leads only for concrete inbound sales inquiries to avoid turning general discussion into CRM records.
What if some contact details are missing?
The prompt can ask Notis to use only details available in the message and avoid inventing missing information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Close. A trigger fires from one place; an action lands in another.
Slack 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 Channel Created Trigger
Triggered when a new channel is created in Slack.
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.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
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.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Connect any two apps with Notis in the middle.
Slack and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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