Create Close tasks from new playlist items
Keep every new source video attached to a clear next step.
Trigger
New Item in YouTube Playlist
Triggers when a new item is added to a YouTube playlist.
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
Reference videos get added to playlists faster than anyone can review or act on them.
- Create a review queue automatically
- Preserve the video context
- Make research easier to resume
Setup
Build it in a few focused steps.
- 1Connect YouTube and Close once in the Notis portal.
- 2Create an automation describing the task you want for each new item.
- 3Pick New Item in YouTube Playlist as the trigger.
- 4Choose where reports go and test with one real playlist item.
Questions about this workflow
Can the task include a summary?
Yes. Ask Notis to summarize the item and include the summary in the Close task.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Youtube to Close. A trigger fires from one place; an action lands in another.
Youtube 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 YouTube Activity
Triggers when a new activity is detected on a YouTube channel.
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 Item in YouTube Playlist
Triggers when a new item is added to a YouTube playlist.
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 Playlist in YouTube Channel
Triggers when a new playlist is added to a YouTube channel.
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 YouTube Channel Subscription
Triggers when a new channel is subscribed.
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.
Youtube 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.