Connect Agiled to Close
When something happens in Agiled, Notis takes the next step in Close. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from Agiled to Close
Turn an Agiled client handoff into a Close lead
Create a Close lead when an Agiled handoff includes a new prospect and the details needed to start a sales conversation.
Add a Close follow-up task for an Agiled project kickoff
When an Agiled project kickoff includes a sales follow-up, create a Close task to keep the next conversation visible.
Draft a Close proposal follow-up from Agiled
Turn an Agiled proposal update into a Close email draft for review, using only the context supplied with the handoff.
Log an Agiled client call in Close
Create a Close call activity from an Agiled handoff that records a completed client or prospect call.
Send an approved Agiled follow-up by Close SMS
Send a Close SMS only when an Agiled handoff includes an explicit approved message and a usable phone number.
Surface overdue Agiled sales tasks in Close
On a recurring schedule, review Agiled for overdue sales follow-ups and create Close tasks for items that need CRM attention.
Prepare drafts for stale Agiled proposals
Review Agiled proposals on a schedule and create Close email drafts for follow-ups that have enough context.
Find untracked Agiled prospects and add Close leads
Periodically check Agiled for prospects that are not represented in Close and create leads when the available details are sufficient.
Build a Close next-step queue from Agiled projects
Review active Agiled projects on a schedule and create Close tasks for explicit, open sales next steps.
Supported Triggers and Actions
Notis builds workflows that link Agiled to Close. A trigger fires from one place; an action lands in another.
Agiled 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.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
Automations
Inbox
Migrate background jobs to a durable queue You can cancel it through Stripe
3 daysNotis v3 release update This one’s v3: Notis Manager (desktop app with …
8 daysAdd multi-tenant RBAC User initiates a voice call
13 daysDraft pricing v (tiers, limits, overages) and sanity-check margins
2 weeksVerify analytics events for new features That’s a really interesting automat…
1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Agiled and Close
Connect any two apps with Notis in the middle.
Agiled and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Close.