Create a Close task for each new Trello board
Give every new workspace a visible CRM setup step from day one.
Trigger
New Board Trigger
Triggered when a board is created in the specified workspace
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
New project spaces can launch without the sales or onboarding follow-up they require.
- Standardize workspace handoffs
- Reduce launch omissions
- Make onboarding work visible
Setup
Build it in a few focused steps.
- 1Connect Trello and Close in Notis once.
- 2Create an automation named New board to Close onboarding.
- 3Tell Notis to create a Close task for the sales or onboarding action implied by each new board, using the board name and workspace context.
- 4Pick Trello New Board Trigger.
- 5Choose a report channel and test with one newly created board.
Questions about this workflow
Can the task be skipped for personal boards?
Yes. Tell Notis to create tasks only for boards whose names or context indicate a customer, prospect, or revenue workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to Close. A trigger fires from one place; an action lands in another.
Trello 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.
Card Archived Trigger
Triggered when a card is archived in the specified board
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.
New Activity Trigger
Triggered when there is activity in Trello.
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 Board Trigger
Triggered when a board is created in the specified workspace
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.
New Card Trigger
Triggered when a card is created in the specified board
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.
Card Updated Trigger
Triggered when a specific card is updated
Connect any two apps with Notis in the middle.
Trello and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Close.