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Notis

Turn content review needs into Close tasks

Give important content follow-up a clear next step in the place your team already tracks work.

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

Review requests can stay buried in CMS entries until someone remembers to act.

  • Turn a review request into a trackable task.
  • Keep the review context in the task description.
  • Make ownership and due timing easier to manage when supplied.

Setup

Build it in a few focused steps.

  • 1Connect Agility CMS and Close once in the Notis portal.
  • 2Create an automation and describe which content needs review and what task to create.
  • 3Choose a webhook trigger and select where run reports should go.
  • 4Test with one real review item and check the task in Close.

Questions about this workflow

Can the workflow determine a due date automatically?

Only if your instruction supplies a rule or the Agility content includes enough information to determine one.

Does this watch Agility CMS continuously?

Agility CMS has no listed trigger event here. The webhook starts the run, and Notis checks the CMS for matching review needs.

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.

TriggerScheduled

Create SMS Message

Creates an SMS activity to log a sent, received, or draft message.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Call

Creates a record of an inbound or outbound call.

ActionInstant

Create Email

ActionInstant

Create Lead

Creates a new lead in the sales pipeline.

ActionInstant

Create Task

Creates a task to track a to-do item.

ActionInstant

Delete Call

Deletes a call record; this action cannot be undone.

ActionInstant

Get Notes

Retrieves recorded notes.

ActionInstant

Get Contact

Retrieves a contact by ID.

ActionInstant

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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