Send approved follow-ups from Agiled through Close
Move a ready-to-send follow-up into Close when the handoff includes the approved text.
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
Copying an approved short message into the CRM adds a manual step that can delay a timely follow-up.
- Sends only text explicitly approved in the handoff
- Uses the supplied phone details
- Keeps SMS activity in Close
Setup
Build it in a few focused steps.
- 1Connect Agiled and Close once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3In one instruction, require an explicitly approved SMS message and usable phone details before asking Close to send it; otherwise report what is missing.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real approved message and verify its recipient and text.
Questions about this workflow
Will Notis write and send its own message?
The workflow should require the handoff to contain an explicitly approved message before using the send-capable SMS action.
What happens if the handoff is incomplete?
Instruct Notis to stop and report missing phone details or message approval instead of sending.
When this happens · Trigger
Do this · Action
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.
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
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