Review Close notes alongside Typeform feedback
New feedback is understood in the context of prior conversations.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
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
Feedback is reviewed in isolation because account history is spread across tools.
- Adds historical context
- Improves interpretation
- Reduces tab switching
Setup
Build it in a few focused steps.
- 1Connect Typeform and Close once in Notis.
- 2Create an automation and describe the context-review outcome.
- 3Tell Notis to retrieve relevant Close notes for the company or contact named in each feedback response and summarize overlaps or changes.
- 4Pick the Typeform New Form Response trigger and choose a report channel.
- 5Test with one real submission.
Questions about this workflow
What if no matching lead is found?
Ask Notis to report that no matching Close lead or notes were available.
Can it limit the date range?
Yes. Specify the relevant historical window in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Close. A trigger fires from one place; an action lands in another.
Typeform 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 Form Response
Triggers when a respondent completes and submits the form.
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.
Typeform and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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