Connect Agile CRM to Close

When something happens in Agile CRM, Notis takes the next step in Close. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

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Examples

Ways Notis can move work from Agile CRM to Close

View example

Create a Close lead from an Agile CRM prospect

When an Agile CRM prospect is ready for sales, send its available details to Notis and create a lead in Close.

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Turn an Agile CRM handoff into a Close follow-up task

Send a prospect handoff to Notis and create a Close task with the next step and due date included in the request.

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Draft a Close email for an Agile CRM support escalation

Send an escalation summary to Notis and prepare a Close email draft for review before anyone sends it.

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Log an Agile CRM call outcome in Close

Send call details and outcome from an Agile CRM handoff to Notis to create a corresponding Close call record.

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Log an Agile CRM SMS outcome in Close

Send an SMS outcome to Notis and create a corresponding Close SMS activity using the supplied phone numbers and message details.

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Review Close sales activity from an Agile CRM prompt

Send a lead or review question to Notis and retrieve a page of matching Close email or call activities for a concise review.

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Build a weekly Close opportunity snapshot for Agile CRM reviews

On a schedule, retrieve a page of Close opportunities and prepare a concise snapshot for a sales review alongside Agile CRM context.

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Prepare a scheduled Close notes digest for Agile CRM customer reviews

On a schedule, retrieve Close notes for the supplied lead or user filters and prepare a concise digest for customer review.

View example

Check the connected Close account during an Agile CRM workflow

Use an incoming request to confirm which Close account is connected before routing a prospect or preparing sales work.

Supported Triggers and Actions

Notis builds workflows that link Agile CRM to Close. A trigger fires from one place; an action lands in another.

Agile CRM triggers

Close actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create SMS Message

Creates an SMS activity to log a sent, received, or draft message.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Call

Creates a record of an inbound or outbound call.

ActionInstant

Create Email

ActionInstant

Create Lead

Creates a new lead in the sales pipeline.

ActionInstant

Create Task

Creates a task to track a to-do item.

ActionInstant

Delete Call

Deletes a call record; this action cannot be undone.

ActionInstant

Get Notes

Retrieves recorded notes.

ActionInstant

Get Contact

Retrieves a contact by ID.

ActionInstant

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.