Keep kickoff follow-ups on your Close task list
Turn a project kickoff follow-up into a task in the CRM where sales work happens.
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
A follow-up agreed during kickoff can disappear among project tasks and sales conversations.
- Makes kickoff follow-ups easier to find
- Can use a due date when one is included
- Keeps sales next steps alongside Close lead activity
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 for a sales follow-up included in an Agiled project kickoff, using any supplied due date and lead context.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real kickoff handoff that includes a follow-up.
Questions about this workflow
Will it invent a due date if none is included?
No. The instruction can tell Notis to leave the due date unspecified when the handoff does not provide one.
Does this trigger on an Agiled project event?
No Agiled trigger event is provided. An HTTP request starts the Notis webhook workflow.
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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