Make customer reviews easier with a Close notes digest
Bring the notes you need into one short review, using the filters and customer context you supply.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Notes
Retrieves recorded notes.
Why this helps
Useful customer details are easy to miss when notes are spread across separate review sessions.
- Create a consistent summary from returned Close notes.
- Focus retrieval with supported lead or user filters.
- Keep a customer review concise and easier to prepare.
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 Close notes to retrieve using supplied supported filters and how to summarize them.
- 4Select a recurring schedule and choose where run reports should go.
- 5Test with one real lead or user filter and review the digest.
Questions about this workflow
Can the workflow summarize notes for every lead automatically?
The action supports optional lead, user, and date filters. Set the retrieval scope in the instruction and account for the returned results.
Will it know which notes are new since the last run?
Not from this action alone. A prior-run baseline must be supplied if the summary should identify changes.
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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