1.Detect new custom activity
Integrate Close and CRM activity tools to capture activity text, lead reference, and activity ID for tracing and dedupe.
Create invoice note on lead from custom activity
Automatically capture new custom activity details and invoice source data across Close. Create and update invoice and license notes when custom activity is created, HTML is included, or a lead reference is foundβso you can standardize billing records, trace activity to notes, and avoid manual note creation.
How this automation protects invoice note records
When new custom activity is created, billing context can get lost and invoice notes often require manual follow-up. This automation parses the activity, standardizes invoice and license text, and creates a deduped note on the referenced leadβso your team can speed up billing-ready record creation.
Closeor swap with your favorite app
2.Wait for activity fields to settle
Integrate Delay by Zapier and activity monitoring tools to delay 1 minute, using the activity ID to continue processing.
Delay by Zapieror swap with your favorite app
3.Convert and split activity text
Integrate Formatter by Zapier and parsing tools to convert HTML to markdown and split content into structured lines.
Formatter by Zapieror swap with your favorite app
4.Create invoice note on lead
Integrate Close and CRM note tools to assemble the standardized invoice or license block and create a lead note with activity ID.
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Step 1
Connect your tools
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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