Keep prospect research in Close notes
Drop research into Todoist and keep the account context available to the whole team.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
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
Research disappears in private task descriptions and cannot guide future outreach.
- Make research searchable in Close
- Reduce repeated discovery work
- Share account context with collaborators
Setup
Build it in a few focused steps.
- 1Connect Todoist and Close once in the Notis portal.
- 2Create an automation with a prompt for research capture.
- 3Tell Notis to add a Close note when a new Todoist task contains prospect research, attaching it to the identified lead and preserving the source context.
- 4Pick Todoist New Task Created as the trigger.
- 5Choose a report channel and test with one research task.
Questions about this workflow
Can it skip routine personal tasks?
Yes. Instruct it to act only on tasks containing account or prospect research.
What if there is no lead id?
Notis can report that the note needs a lead reference before writing it.
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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No card. Works with personal or business Close.