Know which Close account a workflow will use
Confirm the connected sales account before a handoff or follow-up workflow proceeds.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Who Am I
Returns the connected account's name and email.
Why this helps
A workflow tied to the wrong connected account can make sales activity hard to trust.
- Return the connected Close account name and email.
- Make account context visible in the run report.
- Provide a simple check before subsequent sales work.
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 when to check the Close account identity and how to report the returned identity.
- 4Select the webhook trigger and choose where run reports should go.
- 5Test with one real request and confirm the expected Close account is connected.
Questions about this workflow
Does this create or update sales data?
No. It retrieves the connected Close account identity for the workflow run.
Can this verify Agile CRM access too?
The selected action returns Close account identity only. It does not verify Agile CRM permissions.
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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