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Notis

Create Close leads from AgentQL website research

Move a promising company from website research into Close with the details your next conversation needs.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Lead

Creates a new lead in the sales pipeline.

Why this helps

Researching a company and then rebuilding its details in Close creates extra work and leaves useful context behind.

  • Capture company details without switching into Close to create a record.
  • Keep relevant research context with the new lead.
  • Start a repeatable intake process from an HTTP request.

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 AgentQL website research should become a Close lead, including which details matter.
  • 4Choose the Notis webhook trigger and select a channel for run reports.
  • 5Test with one real example by sending an HTTP request containing researched company details.

Questions about this workflow

Does AgentQL start this automation directly?

No. AgentQL has no listed trigger event here. A Notis webhook starts the automation when it receives an HTTP request.

Can the automation add research notes to the lead?

The available action creates a lead and supports company information and optional contact details. Keep desired context in supported lead details; separate note creation is not among the listed actions.

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.

TriggerScheduled

Create SMS Message

Creates an SMS activity to log a sent, received, or draft message.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Call

Creates a record of an inbound or outbound call.

ActionInstant

Create Email

ActionInstant

Create Lead

Creates a new lead in the sales pipeline.

ActionInstant

Create Task

Creates a task to track a to-do item.

ActionInstant

Delete Call

Deletes a call record; this action cannot be undone.

ActionInstant

Get Notes

Retrieves recorded notes.

ActionInstant

Get Contact

Retrieves a contact by ID.

ActionInstant

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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