Keep renewal conversations connected to Close
Turn a renewal follow-up mentioned alongside invoice work into a clear CRM next step.
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
Renewal conversations can be overlooked when invoice work and sales follow-up live in different places.
- Creates tasks only when a renewal action is explicit
- Keeps the sales next step in Close
- Uses supplied lead and timing context
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 when an Agiled invoice handoff explicitly includes a renewal conversation, using only the supplied next step and timing.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real invoice handoff that includes a renewal next step.
Questions about this workflow
Will the workflow make assumptions about renewal dates?
No. It should use a due date only when the handoff provides one.
Does this update invoice status in Close?
No. The selected action creates a Close task for the renewal follow-up.
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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