Keep recent client calls visible in Close
Bring completed call context into the CRM without searching for it later.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Call
Creates a record of an inbound or outbound call.
Why this helps
A call recorded during project work can be missed when updating the CRM activity history.
- Keeps recent call outcomes near sales context
- Can skip calls already represented in Close
- Avoids guessing when lead matching is uncertain
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 recent Agiled call records, check Close for an existing activity, and create a call activity only when the lead match and call details are clear.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one recent call record and verify it is not duplicated.
Questions about this workflow
Can this detect duplicates?
It can be instructed to check available Close activity history before creating a record, and to skip uncertain matches.
Does the action place a call?
No. It creates a record of a call that has already happened.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Close.