Move qualified Agile CRM prospects into Close
Give a qualified prospect a clear next home in Close without re-entering the details by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Lead
Creates a new lead in the sales pipeline.
Why this helps
Recreating prospect details in Close takes time and leaves room for sales context to get lost.
- Reduce duplicate data entry during prospect handoff.
- Keep the prospect details supplied in the webhook with the new Close lead.
- Start a consistent sales process from a plain-language instruction.
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 how to turn the incoming qualified prospect details into a Close lead.
- 4Select the webhook trigger and choose where run reports should go.
- 5Test with one real prospect example sent to the webhook.
Questions about this workflow
Does Agile CRM trigger this workflow directly?
No. Agile CRM exposes no trigger events here, so an HTTP request to the Notis webhook starts the workflow.
Will the workflow find missing company or contact details?
It can use the details included with the webhook. Any unavailable information must be supplied or treated 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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