Start the weekly pipeline review with a Close snapshot
Get a concise view of the Close opportunities returned for review, with any context you provide from Agile CRM.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Opportunities
Lists opportunities with aggregate values and pagination.
Why this helps
Pipeline reviews take longer when opportunity context must be assembled from multiple places at the last minute.
- Prepare a repeatable starting point for a pipeline review.
- Summarize the opportunity page returned by Close.
- Surface only context that is present in the response or supplied by the user.
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 summarize the Close opportunity page and incorporate any Agile CRM context you provide.
- 4Select a recurring schedule and choose where run reports should go.
- 5Test with one real run and confirm the snapshot supports your review.
Questions about this workflow
Does the action return the complete opportunity list?
It returns opportunities with aggregate values and offset pagination. A single run may cover only one page.
Can Notis explain changes since last week?
Only if prior results or a baseline are supplied to the workflow. The action itself does not establish historical 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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