Turn selected publications into announcement drafts
Bring a new announcement to the right audience with a draft your team can check before it goes out.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Email
Why this helps
Announcements can be published without a clear, timely communication plan for customers or prospects.
- Find announcements matching criteria you define.
- Draft audience-appropriate email copy for review.
- Keep external communication under human review.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Close once in the Notis portal.
- 2Create an automation that finds selected announcements and drafts an email for the audience you specify.
- 3Choose a recurring schedule and select where run reports should go.
- 4Test with one published announcement and review the Close draft.
Questions about this workflow
Can it choose an audience on its own?
Specify the audience or provide criteria in the instruction. Do not rely on the workflow to guess recipients.
Will it publish or email the announcement?
It creates a Close email draft. Publishing to Agility CMS is not part of this workflow.
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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