Put Recent Sales Activities in Website Context
Review a page of Close calls or emails alongside relevant public account updates in one scheduled report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Activities
Lists one page of email or call activities.
Why this helps
Recent conversations and public account changes can be difficult to compare when they sit in different tools.
- Bring sales activity and public changes into one review.
- Spot accounts where new context may affect a next step.
- Keep the output as a report rather than creating unrequested sales records.
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 list a page of Close email or call activities using the available filters, use Agenty to inspect the specified public websites, and report only clear connections between activity and observed changes.
- 4Pick a Notis schedule trigger and choose where run reports go.
- 5Test with one real activity page and a specified account website, then check the report.
Questions about this workflow
Will it scan all Close activity?
The available action lists one page of email or call activities. Use its documented filters and expect the report to reflect the returned page.
Can it infer that a website change affected a call?
It can surface a possible connection, but the prompt should ask Notis to distinguish observed facts from interpretation.
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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