Retrieve Close notes for a new customer issue card
Start issue response with the customer history already in Close.
Trigger
New Card Trigger
Triggered when a card is created in the specified board
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
Issue triage slows down when the responder has to search several systems for account context.
- Speed issue triage
- Reduce repeated customer questions
- Give responders useful history
Setup
Build it in a few focused steps.
- 1Connect Trello and Close in Notis once.
- 2Create an automation named Issue card to Close note audit.
- 3Tell Notis to retrieve Close notes for the lead identified by the new card and summarize notes relevant to the issue, reporting when identification is missing.
- 4Pick Trello New Card Trigger.
- 5Choose a report channel and test with one customer issue card.
Questions about this workflow
Can it handle cards without a lead ID?
Yes. It can report that the lead is missing and avoid returning unrelated notes.
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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No card. Works with personal or business Close.