Keep Website Changes on Your Close Follow-Up List
Have Notis check monitored sites on a schedule and put actionable updates into Close as tasks.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Creates a task to track a to-do item.
Why this helps
Website changes can accumulate unnoticed until they affect a prospect, customer, or sales opportunity.
- Review scheduled monitoring results in the CRM workflow you already use.
- Create tasks for changes with a clear next step.
- Include the observed change in the task for easier context recovery.
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 check the specified monitored websites and create Close tasks only for changes that need a concrete follow-up.
- 4Pick a Notis schedule trigger and choose where run reports go.
- 5Test with one real monitored site and review the task created in Close.
Questions about this workflow
Does Agenty provide the schedule trigger?
No. This workflow uses a Notis schedule to start the automation, then asks Notis to use Agenty during the run.
Can I ask it to monitor any website?
Specify websites that Agenty can access and that you want included in the automation prompt.
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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