Review Close opportunities with AgencyZoom context
See the opportunities that deserve attention with relevant agency context close at hand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Opportunities
Lists opportunities with aggregate values and pagination.
Why this helps
A pipeline review takes extra effort when opportunity details and account context live in different tools.
- List opportunities in Close for a chosen review cadence.
- Use AgencyZoom context only when it is available to the connected automation.
- Summarize items for review without fabricating values, status history, or account details.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Close once in the Notis portal.
- 2Create a scheduled automation and specify the opportunity criteria and review period.
- 3Tell Notis to list matching Close opportunities, add available AgencyZoom context, and summarize records needing human attention.
- 4Choose a schedule and report channel, then test with one known opportunity.
Questions about this workflow
Can it calculate pipeline changes over time?
Only if the required prior-period baseline is available or you supply it. The workflow should not claim a change based on a single current list.
Does it edit opportunities?
No. The listed Close action retrieves opportunities for a review summary.
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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