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Notis

Remove an incorrect Close call from a ticket signal

Keep Close activity history clean when a call was logged by mistake.

Trigger

New Zendesk Ticket

Triggers when a new ticket is created in a specified Zendesk view.

Action

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.

Why this helps

Incorrect call records make account timelines harder to trust and review.

  • Keep timelines accurate
  • Reduce duplicate activity
  • Make reporting more trustworthy

Setup

Build it in a few focused steps.

  • 1Connect Zendesk and Close in Notis.
  • 2Create a call cleanup automation.
  • 3Describe the specific ticket signal and confirmation needed before deleting the incorrect Close call.
  • 4Choose New Zendesk Ticket as the trigger and select a report channel.
  • 5Test with one confirmed erroneous call record.

Questions about this workflow

Is deleting a Close call reversible?

No. The Close delete call action cannot be undone, so the instruction should require clear confirmation context.

Will this delete Zendesk data?

No. The action targets a Close call activity.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Zendesk to Close. A trigger fires from one place; an action lands in another.

Zendesk triggers

Close actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

New User Created

Triggered when a new user is created in Zendesk.

TriggerInstant

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.

ActionInstant

New Zendesk Ticket

Triggers when a new ticket is created in a specified Zendesk view.

TriggerPolling

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Zendesk and Close, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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