Prepare proposal follow-ups in Close
Get a useful first draft ready in Close when an Agiled proposal needs a follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Email
Why this helps
Writing a follow-up from scratch adds friction when proposal context is already captured in Agiled.
- Prepares a draft for human review
- Carries supplied proposal context into Close
- Avoids sending without a review step
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 email in draft mode for a proposal follow-up, using only the Agiled handoff details and leaving unsupported claims out.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real proposal handoff and review the resulting draft.
Questions about this workflow
Will this email be sent automatically?
The instruction specifies draft mode, which creates an unsent activity for review.
Can Notis add proposal terms that are missing?
The prompt should direct Notis to use only details present in the handoff and leave missing terms out.
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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