Make a thoughtful project welcome easier to send
Prepare a personal first note from the project details already available.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Email
Why this helps
A simple thank-you or welcome can be delayed when context has to be gathered and rewritten across tools.
- Prepares an unsent first draft
- Uses available kickoff details to personalize appropriately
- Avoids assuming customer preferences or project promises
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 newly started Agiled projects and create a Close thank-you email draft only when the customer and project context are clear.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one real newly started project and review the draft.
Questions about this workflow
Will it send the welcome email?
No. The selected action creates an email draft for review.
What if the project start date is unavailable?
Notis should report that it cannot determine which projects are newly started.
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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