Review Close notes when Spotify adds a device
Pair each new device signal with the Close notes that explain its background.
Trigger
New Device Added
Triggers when a new device is added.
Action
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.
Why this helps
A new device can require context that is buried in prior Close activity.
- Surfaces prior context quickly
- Supports informed follow-up
- Reduces manual CRM searching
Setup
Build it in a few focused steps.
- 1Connect Spotify and Close once in the Notis portal.
- 2Create a new automation and name the workflow.
- 3Describe how to use each new device event to retrieve matching Close notes and summarize the relevant history.
- 4Pick Spotify New Device Added as the trigger and choose where run reports should go.
- 5Test with one real device event.
Questions about this workflow
What identifies the matching Close notes?
Provide the lead, user, date range, or another supported filter that links the device event to Close.
What if there is no matching history?
Ask Notis to report that no matching notes were found and include the device event details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Spotify to Close. A trigger fires from one place; an action lands in another.
Spotify 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 Device Added
Triggers when a new device is added.
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.
Spotify Playlist Item Change
Triggers when songs are added to or removed from a Spotify playlist.
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 Playlist Created or Deleted
Triggers when a new playlist is created or deleted.
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.
Spotify and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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