Keep project-related sales next steps on your Close list
Make the sales actions inside active projects easier to see and act on.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Creates a task to track a to-do item.
Why this helps
Sales next steps can remain embedded in project records and never reach the daily CRM task list.
- Collects explicit sales actions in one CRM task list
- Can include a supplied due date
- Leaves non-sales project work in its original 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 review active Agiled projects and create Close tasks only for explicit open sales next steps, using available due dates and lead context.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one active project that contains a clear sales next step.
Questions about this workflow
Will this copy every project task into Close?
No. The instruction scopes task creation to explicit, open sales next steps.
What if the next step has no due date?
Notis can create the task without a due date if the instruction allows it, or report that a date is needed.
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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