Review Website Changes With Existing Close Context
See a page change alongside relevant notes already recorded in Close before deciding what to do next.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Notes
Retrieves recorded notes.
Why this helps
A website update may be hard to interpret without the account history that explains why it matters.
- Bring existing account notes into a page change review.
- Reduce context switching before deciding whether to follow up.
- Keep the review in a run report without creating speculative CRM 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 use Agenty to inspect the submitted page change, retrieve relevant Close notes, and summarize how the change relates to the available history without inventing missing context.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test with one real page change and verify the summary against the Close notes.
Questions about this workflow
Does this create a Close note?
No. The selected action retrieves notes; the workflow summarizes the results in the Notis run report.
What if there are no relevant notes?
The prompt can ask Notis to say that no matching notes were found and summarize only the page change.
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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