Turn Competitor Changes Into Sales Tasks
Put meaningful competitor updates on your Close to-do list without turning every page change into noise.
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
Important market changes are easy to miss when website monitoring and sales follow-up live in separate places.
- Create follow-up tasks only when a change has a clear sales implication.
- Keep the task linked to a relevant Close lead when one is identified.
- Avoid manually rereading every monitored page update.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Close once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to use Agenty to inspect the submitted competitor page change and create a Close task describing any concrete sales implication; do not invent a related lead.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test with one real page change and review the task in Close.
Questions about this workflow
Will every page change create a task?
The prompt can ask Notis to create a task only when the change has a concrete sales implication.
Can the task be linked to a lead?
Ask Notis to associate it only when a relevant Close lead can be identified; otherwise the task can be created without an assumed lead.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Close. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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