Keep Agile CRM messaging context with the Close lead
Give the next person a useful record of the message and its outcome in Close.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create SMS Message
Creates an SMS activity to log a sent, received, or draft message.
Why this helps
Messaging context can disappear from the sales record when activity is split across tools.
- Record the message details supplied in the handoff.
- Preserve whether the SMS was sent or received when that status is provided.
- Keep messaging history easier to find during 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.
- 3Describe how to record the supplied SMS details and status as a Close activity.
- 4Select the webhook trigger and choose where run reports should go.
- 5Test with one real SMS example and verify the resulting activity.
Questions about this workflow
Will this send an SMS?
The Close action can send an immediate SMS or log a received message. Specify the intended behavior clearly; use logging when delivery is not intended.
What if a phone number or message status is missing?
The workflow should report the missing detail rather than guess it.
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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