Create a Close prospect when a Trello card gains company details
Capture a prospect as soon as its card has enough information to act.
Trigger
Card Updated Trigger
Triggered when a specific card is updated
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
Prospect details often arrive in stages and are forgotten before CRM entry.
- Capture staged prospect data
- Avoid repeated CRM entry
- Preserve the qualification moment
Setup
Build it in a few focused steps.
- 1Connect Trello and Close in Notis once.
- 2Create an automation named Updated prospect card to Close lead.
- 3Tell Notis to create a Close lead when an updated card gains a company name plus useful description, website, or contact details.
- 4Pick Trello Card Updated Trigger.
- 5Choose a report channel and test with one completed prospect card.
Questions about this workflow
How does Notis know the card is complete?
Give it the minimum information to require, such as a company name and one useful contact or website detail.
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.