Move new Agiled prospects into Close
Keep sales handoffs moving by creating a Close lead from an Agiled prospect handoff.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Lead
Creates a new lead in the sales pipeline.
Why this helps
Prospect details can sit in Agiled while the sales team waits to create a Close record.
- Reduces re-entry of prospect details
- Keeps new sales opportunities visible in Close
- Uses information supplied in the handoff
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, ask Notis to create a Close lead from an Agiled handoff when it contains a new prospect and usable company details.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real Agiled prospect handoff.
Questions about this workflow
Does Agiled provide a trigger event for this automation?
No Agiled trigger event is listed here. The workflow starts when an HTTP request reaches the Notis webhook.
What if the handoff lacks contact details?
Notis can create a lead using the available company information, or report that more details are needed, depending on the instruction.
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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