Turn project updates into customer-ready Close drafts
Prepare a clear customer update from project context already captured in Agiled.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Email
Why this helps
Translating project progress into a customer message can take time and invite dropped details.
- Creates an unsent draft for review
- Uses supplied, shareable project details
- Reduces repeated writing between project and CRM 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 draft a Close customer update from explicitly shareable Agiled project details, omitting internal or unclear information and keeping the message unsent.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real project update and review the draft before sending.
Questions about this workflow
Will internal project notes be included?
The instruction should limit the draft to details explicitly marked or supplied as shareable.
Does the workflow send the email?
No. It creates a Close draft for a person to review.
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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