Review Close sales activity with AgencyZoom context
Bring recent Close activity and available AgencyZoom context into one focused review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Activities
Lists one page of email or call activities.
Why this helps
Sales activity and agency context can be split across systems, making it hard to spot which records deserve another look.
- Review recent Close emails and calls on a recurring cadence.
- Use AgencyZoom information available through the connection to add context.
- Send a concise report for human judgment without claiming a missing activity is a failure.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Close once in the Notis portal.
- 2Create a scheduled review automation and specify the activity window and review criteria.
- 3Tell Notis to list recent Close activities and compare only against available AgencyZoom context, reporting possible gaps for human review.
- 4Choose a schedule and report channel, then test with one known call or email.
Questions about this workflow
Does this create or change any sales activity?
This workflow lists recent email or call activities and reports observations; it does not create or alter them.
Will it know whether an AgencyZoom follow-up happened?
Only if the relevant history is accessible through the connection. Missing history should be called out, not interpreted as proof that no follow-up occurred.
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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