Turn Prospect Research Into a Close Email Draft
Start with a prospect website and get a researched email draft ready for your review in Close.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Email
Why this helps
Writing a relevant first-touch email takes time when prospect research and sales activity are scattered.
- Reduce time spent switching from website research to CRM.
- Keep the draft attached to the relevant Close lead when available.
- Review and edit the message before sending.
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 find relevant public details on the submitted prospect website, then create a draft-only Close email activity with no external delivery.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test with one real prospect website and review the unsent draft in Close.
Questions about this workflow
Does this send the email?
The instruction uses draft mode so the email activity remains unsent for review.
What if no Close lead matches the prospect?
Have Notis report that it could not identify a matching lead rather than attach the draft to a guessed record.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Close.