Mark a sales follow-up in Slack and capture it in Close
A reaction can be the quick decision that a message needs action. Use it to tell Notis to turn the sales context into a Close task, without breaking your flow to open the CRM.
Trigger
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
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
You notice a sales item needs action but do not have the attention or time to stop and create a task immediately.
- Use a familiar signal to capture a sales next step.
- Avoid switching apps just to record an action.
- Preserve the message context for later follow-through.
Setup
Build it in a few focused steps.
- 1Connect Slack and Close to Notis once through the portal.
- 2Create a new automation and name it for the sales signal you plan to use.
- 3Write a plain-language prompt asking Notis to create a Close task from the reacted-to Slack message when it describes a sales next step.
- 4Choose Message Reaction Added as the trigger and select a channel for run reports.
- 5Test by adding the chosen reaction to one real Slack message and checking the task in Close.
Questions about this workflow
Can the reaction trigger be limited to a channel or emoji?
The trigger supports optional filtering by channel and emoji name.
What should the prompt tell Notis to use?
Describe the intended sales follow-up and ask it to use the reacted-to message as context for the Close task.
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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