Run a scheduled qualified lead intake
Give Notis a recurring intake review and let it create only the leads that meet your criteria.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Potential leads accumulate in intake notes while qualification waits for a free moment.
- Create leads consistently
- Apply the same qualification instruction
- Reduce backlog in intake review
Setup
Build it in a few focused steps.
- 1Connect Close in the Notis portal.
- 2Create an automation with your qualification and lead creation instruction.
- 3Tell Notis to review the supplied intake context on schedule and create a Close lead only when the prospect meets the stated criteria and includes usable details.
- 4Pick a Notis cron trigger and set the recurring schedule.
- 5Choose a report channel and test with one manual run using real intake context.
Questions about this workflow
Where does the intake context come from?
The prompt must identify the connected source or supplied context available to the scheduled run.
Can it skip uncertain prospects?
Yes. Instruct Notis to report uncertain or incomplete candidates for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Close. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
Trigger when a new task is added to Todoist.
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.
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.
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.
Todoist and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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