Get a focused Close activity review from Agile CRM context
Ask for the sales history you need without manually scanning activity records.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Activities
Lists one page of email or call activities.
Why this helps
Preparing for a prospect conversation often means searching through activity records and rebuilding context.
- Summarize a page of Close email or call activities for a specific review.
- Use filters supported by the Close action when supplied.
- Make preparation easier without creating another activity.
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 email or call activities to retrieve and how to summarize them for the incoming review request.
- 4Select the webhook trigger and choose where run reports should go.
- 5Test with one real review request and confirm the returned activity page is useful.
Questions about this workflow
Does this retrieve every activity in Close?
The action lists one page of email or call activities using documented filters, so it may not represent the full history.
Can it find notes too?
This action lists email or call activities. Notes are not included by this action.
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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