Log AgencyZoom call outcomes in Close
Keep a call outcome visible in Close without retyping the details after the conversation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Call
Creates a record of an inbound or outbound call.
Why this helps
Call outcomes lose their value when they remain outside the CRM where the next sales step happens.
- Record a call activity using the supplied call details.
- Keep the call note and lead association together when identifiers are provided.
- Reduce manual CRM updates after a client or prospect conversation.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Close once in the Notis portal.
- 2Create an automation for call outcome logging.
- 3Tell Notis to create a Close call record from the incoming details and to leave unsupported optional details blank.
- 4Choose the webhook trigger and report channel, then test with one real call outcome.
Questions about this workflow
Can the automation infer whether a call was inbound or outbound?
It should use the direction supplied in the webhook. If direction is missing, ask Notis to flag the record for review.
Can it attach a call to the correct lead?
Yes when the signal includes a Close lead ID or enough reliable context to identify the lead. Otherwise, the missing association should be reported.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Close. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Close actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create SMS Message
Creates an SMS activity to log a sent, received, or draft message.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Call
Creates a record of an inbound or outbound call.
Create Email
Create Lead
Creates a new lead in the sales pipeline.
Create Task
Creates a task to track a to-do item.
Delete Call
Deletes a call record; this action cannot be undone.
Get Notes
Retrieves recorded notes.
Get Contact
Retrieves a contact by ID.
Connect any two apps with Notis in the middle.
Agencyzoom and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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