Keep prospects from falling between Agiled and Close
Catch prospects that have not made it into the CRM yet.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Lead
Creates a new lead in the sales pipeline.
Why this helps
A prospect can be recorded in a project or CRM note without getting a dedicated Close lead.
- Checks for a matching Close lead before creating one
- Reduces missed prospect handoffs
- Can report ambiguous matches for review
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 review Agiled prospect records, check Close for a clear existing match, and create a lead only when no match is found and the company details are sufficient.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one real prospect that is missing from Close.
Questions about this workflow
Can this prevent all duplicate leads?
It can be instructed to check available records for a clear match, but ambiguous matches should be reported for review.
Does this rely on a particular Agiled trigger?
No. The workflow uses a Notis cron schedule because no Agiled trigger events are listed.
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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