Turn AgentQL findings into Close follow-up tasks
Give each worthwhile research finding a next step before it disappears into a browser tab.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Creates a task to track a to-do item.
Why this helps
A useful finding can lose momentum when nobody turns it into a concrete follow-up task.
- Turn a specific finding into an actionable Close task.
- Keep follow-up work in the sales system.
- Reduce the chance that a researched opportunity is forgotten.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Close once in the Notis portal.
- 2Create a new automation in Automations, or tell Notis in plain language from any channel.
- 3Describe how a research finding should become a Close task, including the task text and any available due date.
- 4Choose the Notis webhook trigger and select a channel for run reports.
- 5Test with one real example by sending an HTTP request containing a finding and its next step.
Questions about this workflow
Can the task be linked to an existing lead?
The Create Task action supports Close task creation. Include an existing lead reference when it is available in your input and supported by the connected action.
Will Notis decide a due date from the website?
Only provide or request a due date when it is present in the input or supplied by you. The workflow should not assume a date that AgentQL did not return.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Close. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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