Keep proposal delivery promises on your Close task list
A proposal promise can be easy to overlook during a busy day. Let Notis create a Close task from the Slack update so the agreed delivery date remains visible.
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 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
A proposal delivery date is agreed in chat, then displaced by more urgent work.
- Capture a concrete delivery promise in the CRM.
- Keep stated timing attached to the next action.
- Reduce the stress of trying to remember every commitment.
Setup
Build it in a few focused steps.
- 1Connect Slack and Close to Notis once through the portal.
- 2Create a named automation in the portal for proposal delivery reminders.
- 3Prompt Notis in plain language to create a Close task when a Slack channel message promises a proposal or quote, carrying over any stated due timing.
- 4Select Slack Channel Message Received and choose where Notis reports runs.
- 5Test with one real proposal commitment and check the task in Close.
Questions about this workflow
Will it create a task for proposal brainstorming?
Ask Notis to create a task only when the message states a delivery commitment or clear next action.
What if no date is included?
The prompt can preserve the action without inventing a due date.
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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