Keep meeting outcomes in the Close timeline
Summarize the meeting once in Todoist and preserve the activity where the deal lives.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
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.
Why this helps
Meeting outcomes are hard to find when they stay in personal notes or tasks.
- Keep timelines complete
- Make outcomes easier to review
- Reduce post meeting admin
Setup
Build it in a few focused steps.
- 1Connect Todoist and Close once in the Notis portal.
- 2Create an automation for meeting outcome capture.
- 3Tell Notis to create a Close call record from new Todoist tasks that summarize a completed customer or prospect meeting, using available lead, direction, duration, and notes.
- 4Pick Todoist New Task Created as the trigger.
- 5Choose a report channel and test with one meeting outcome task.
Questions about this workflow
Are meetings represented as calls in Close?
This workflow uses the provided Close call action to record the meeting activity.
Can it include action items?
It can include action items in the call note when they are present in the task.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Close.