Turn Agility CMS inquiries into Close leads
Move each new inquiry from your content workflow into a clear sales record, ready for follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Lead
Creates a new lead in the sales pipeline.
Why this helps
Inquiries embedded in CMS content can be easy to miss or slow to enter into your CRM.
- Capture inquiries in Close without retyping details.
- Keep the company and contact context together.
- Reduce delays between inquiry and sales follow-up.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Close once in the Notis portal.
- 2Create an automation and describe how to identify inquiry content and create a Close lead.
- 3Choose a webhook trigger and select where run reports should go.
- 4Test with one real inquiry and confirm the resulting Close lead.
Questions about this workflow
Does Agility CMS provide a trigger for this workflow?
No. Start it with a Notis webhook request, then have Notis check Agility CMS for the relevant inquiry content.
Will every CMS entry become a lead?
Instruct Notis to create leads only for content that meets your stated inquiry criteria, and include the available contact and company details.
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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