Turn sales content gaps into next steps
When a sales need has no supporting page, create a clear task to close the gap.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Creates a task to track a to-do item.
Why this helps
Repeated requests for missing sales material can disappear into chats and meetings without an owner or follow-up.
- Compare provided sales needs with available CMS content.
- Create a task describing the missing material.
- Keep recurring content requests visible to the sales team.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Close once in the Notis portal.
- 2Create an automation that compares supplied sales needs with CMS content and creates tasks for clear gaps.
- 3Choose a webhook trigger and select where run reports should go.
- 4Test with one real sales need and verify the task in Close.
Questions about this workflow
Can Notis know what content the sales team needs?
Provide the needs in the webhook request or instruction. Notis can compare them with available CMS content, but cannot infer an unprovided baseline.
Will it create tasks for every missing topic?
Define what qualifies as a meaningful gap and ask Notis to create tasks only for gaps that meet that standard.
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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