Bring relevant case studies into prospect follow-up
Give your next prospect conversation a useful proof point drawn from your published customer stories.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Email
Why this helps
Finding the right customer story and adapting it for a prospect takes time and interrupts follow-up.
- Find a case study relevant to the prospect context provided.
- Prepare an email draft for human review.
- Keep the source page easy to reference in the draft.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Close once in the Notis portal.
- 2Create an automation that uses supplied prospect context to find a relevant case study and draft an email.
- 3Choose a webhook trigger and select where run reports should go.
- 4Test with one real prospect and case study, then review the draft in Close.
Questions about this workflow
Does the workflow know a prospect's needs automatically?
It can use context included in the webhook request or otherwise supplied in the instruction. Missing prospect context must be provided.
Can it send the email automatically?
Keep the Close email in draft mode so a person can review it before sending.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Close. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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