Give Stale Opportunities a Fresh Research Check
Use public website updates to decide which quiet opportunities deserve a follow-up task in Close.
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
A quiet opportunity can slip off your radar when there is no quick way to spot a new reason to reconnect.
- Surface concrete changes that may give a sales conversation a useful reason to restart.
- Keep the observation and suggested next step together in a Close task.
- Avoid treating every quiet opportunity as equally urgent.
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 review only the prospect websites you specify with Agenty and create Close tasks when it finds a relevant public change; ask it to report when no site or lead can be confidently matched.
- 4Pick a Notis schedule trigger and choose where run reports go.
- 5Test with one real opportunity and check the research context in the resulting task.
Questions about this workflow
Does this inspect Close opportunity data?
The listed Close actions do not provide an opportunity search action for this workflow. Specify the websites and relevant records in the prompt or provide them to the run.
What happens when no useful signal appears?
Ask Notis to report that no actionable public change was found instead of creating an empty follow-up task.
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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