Make every Agile CRM handoff actionable in Close
Capture the next step while the prospect context is still fresh, then track it as a Close task.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Creates a task to track a to-do item.
Why this helps
Prospect handoffs can stall when the next action lives only in a note or someone's memory.
- Give each handoff a concrete next action.
- Keep due dates grounded in information supplied with the request.
- Reduce the chance that a promising prospect sits without follow-up.
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.
- 3In one instruction, describe the task to create from each incoming handoff and how to handle absent due dates.
- 4Select the webhook trigger and choose where run reports should go.
- 5Test with one real handoff that includes a next step.
Questions about this workflow
Can Notis infer a due date that was not included?
The workflow should use a due date supplied in the request or leave it unspecified. It should not invent a deadline.
Does this create a Close task automatically?
Yes. The selected Close action creates a task from the handoff details provided to Notis.
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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