Capture Website Inquiries as Close Leads
Send an inquiry page to Notis and let Agenty extract the details needed to create a lead in Close.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Lead
Creates a new lead in the sales pipeline.
Why this helps
Promising inquiries can get lost when you have to copy company and contact details into your CRM by hand.
- Reduce manual entry between inquiry research and CRM follow-up.
- Keep company and contact details together in Close.
- Review extracted details before acting on uncertain information.
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 extract company and contact details from the submitted inquiry page, then create a Close lead when the information is sufficient.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test with one real inquiry and check the resulting Close lead.
Questions about this workflow
What starts this automation?
A request to its Notis webhook starts it. Agenty has no listed trigger events for this workflow.
What if the page does not include enough details?
Instruct Notis to report missing details instead of creating a lead with guessed information.
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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