Give waiting prospects a clear next action
Keep prospects with an open sales action from slipping out of view.
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
Prospects waiting on an internal follow-up can be overlooked when the action is recorded outside the CRM.
- Finds explicit incomplete sales actions
- Creates a next step in Close
- Can skip unclear or already completed items
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 and create Close tasks for clear, incomplete sales actions, skipping completed or ambiguous items.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one prospect that has an outstanding action.
Questions about this workflow
How should Notis decide what is incomplete?
The instruction should use the status information available in Agiled and report records whose completion state is unclear.
Will it create a Close lead too?
No. This workflow creates Close tasks for prospects with existing sales actions.
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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