Make reconnecting easier when Agiled context changes
Turn a meaningful update into a thoughtful draft for a person to review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Email
Why this helps
A useful reason to reconnect can be buried in project updates until the moment has passed.
- Uses a supplied reason to reconnect
- Creates an unsent draft in Close
- Avoids sending without human review
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 draft when an Agiled update includes a concrete, relevant reason to reconnect, using only supplied facts and leaving it unsent.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real update that provides a clear reason to reconnect.
Questions about this workflow
Will it send a re-engagement email automatically?
No. The workflow creates a draft for review.
What counts as a reason to reconnect?
The instruction should define a concrete signal, such as a supplied project update that directly supports renewed contact.
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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