Create recurring Close review tasks
Give your team a predictable checkpoint for support related follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Follow-up reviews depend on memory and often disappear during busy weeks.
- Create a reliable review rhythm
- Make follow-up visible
- Reduce end of week surprises
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Close in Notis.
- 2Create a scheduled automation for support follow-up review.
- 3Describe the review outcome and the task Notis should create in one instruction.
- 4Choose a Notis cron trigger and set the recurring schedule and report channel.
- 5Run one scheduled example and confirm the task wording.
Questions about this workflow
Does the schedule itself inspect Zendesk?
Notis can use connected data available to the automation, but the instruction should name the context it should review.
Can I choose where reports go?
Yes. Select the report channel when creating the automation.
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.
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 User Created
Triggered when a new user is created in Zendesk.
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 Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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.
Zendesk and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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