Make sales handoffs actionable in Close
Turn an assigned sales next step into a task that is easy to pick up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Creates a task to track a to-do item.
Why this helps
A sales handoff may name an action but still leave it buried in the project record.
- Turns an explicit assignment into a CRM task
- Uses the stated action and available timing
- Avoids inferring who owns the work
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 task for an explicitly assigned sales follow-up in an Agiled handoff, using the stated action and due date when provided.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real handoff that identifies the sales next step.
Questions about this workflow
Will it assign a Close task to someone automatically?
Only if the handoff and the Close action provide enough information to do so. Otherwise, the instruction should leave ownership unspecified or report the gap.
What if the task is already complete?
The instruction can require that the action remain open before creating a Close task.
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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