Keep Agiled call context in Close
Make completed calls easier to find alongside the related Close sales activity.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Call
Creates a record of an inbound or outbound call.
Why this helps
Call notes and outcomes can be separated from the CRM record that informs the next sales step.
- Preserves call context with CRM activity
- Uses supplied call details without guessing
- Helps the next person pick up the conversation
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.
- 3Ask Notis to create a Close call activity for a completed call included in an Agiled handoff, using supplied direction, notes, and lead details.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real completed-call handoff.
Questions about this workflow
Will this record an actual phone call?
The listed Close action creates a call record. It does not place a call.
What if no Close lead identifier is included?
The instruction can have Notis report that the call cannot be associated safely rather than guessing a lead.
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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