Prepare Account Update Emails From Website Research
Give account follow-up a head start with researched Close email drafts ready for your review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Email
Why this helps
Keeping outreach relevant takes repeated research and writing, especially when account updates are spread across websites.
- Reduce repetitive account research before writing an update.
- Keep email drafts unsent until you review them.
- Use an observed public change as the context for a relevant note.
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 account websites and create a draft-only Close email activity only when a material update supports a relevant message.
- 4Pick a Notis schedule trigger and choose where run reports go.
- 5Test with one real account update and confirm the email remains a draft in Close.
Questions about this workflow
Will the email be sent automatically?
The prompt specifies draft-only email activities, which you can review before sending.
What does the automation need to know about accounts?
Specify the websites and how to identify the relevant Close lead, or have Notis report when it cannot confidently match one.
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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