Keep Agile CRM call outcomes visible in Close
Record the call while the conversation is still fresh, with the outcome and notes supplied in the handoff.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Call
Creates a record of an inbound or outbound call.
Why this helps
Call notes split across tools make it harder to see what happened before the next sales conversation.
- Keep call outcome and supplied notes with the Close activity.
- Reduce manual re-entry after a call.
- Make the next person who opens the lead aware of the conversation.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Close once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3Describe which supplied call details and outcome should be recorded in Close.
- 4Select the webhook trigger and choose where run reports should go.
- 5Test with one real call handoff and confirm its details.
Questions about this workflow
Does the workflow record a call recording automatically?
Only if a recording URL is supplied and included in the instruction. The webhook cannot provide information that was not sent.
Can this log inbound or outbound calls?
The Close action supports either direction. The request should state the direction or the workflow should flag it as missing.
When this happens · Trigger
Do this · Action
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.
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.
Agile CRM and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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