Send clearly approved email follow-ups by SMS
Handle an explicitly requested text follow-up without copying details between apps.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
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.
Why this helps
When someone asks for a text response, switching from email to the CRM adds friction and invites mistakes.
- Act on clear requests to text a prospect.
- Avoid sending when authorization or recipient details are unclear.
- Keep the text grounded in the requested response.
Setup
Build it in a few focused steps.
- 1Connect Agent Mail and Close once in the Notis portal.
- 2Create an automation by telling Notis the outcome you want.
- 3In one instruction, ask Notis to send a Close SMS only when the email explicitly authorizes a text and provides a valid recipient number and clear message content.
- 4Pick the Agent Mail New Email Received trigger and choose where run reports go.
- 5Test with one real email that explicitly requests an SMS.
Questions about this workflow
Will the automation text someone based only on a phone number in the email?
No. The instruction should require explicit authorization to send a text as well as a usable number and clear content.
What if the email is ambiguous?
Tell Notis to skip sending when consent, recipient, or message intent is unclear.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Close. A trigger fires from one place; an action lands in another.
Agent mail 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 Email Received
Trigger for new emails in an AgentMail inbox
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.
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.
Agent mail and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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