Explain project changes with a clear customer draft
Turn confirmed scope-change details into a message that is ready 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
Scope changes are difficult to communicate clearly when their details are split between project and CRM work.
- Creates an unsent draft from confirmed details
- Keeps unconfirmed implications out of the message
- Makes customer communication easier to 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 draft a Close email from confirmed, customer-facing scope-change details in an Agiled handoff and leave the email unsent.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real scope-change handoff and review the draft.
Questions about this workflow
Will the draft state new pricing or dates?
Only if those details are explicitly supplied and confirmed in the handoff.
Does this update the project or send the email?
No. The selected action creates a Close email draft for review.
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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