Make inquiry SMS follow-up clear and careful
Turn an eligible inquiry into a concise SMS follow-up with the relevant page context at hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create SMS Message
Creates an SMS activity to log a sent, received, or draft message.
Why this helps
Manual follow-up can be delayed, while missing consent or contact details can make a message inappropriate.
- Use only supplied phone numbers and inquiry context.
- Require explicit evidence of permission before creating an outbound message.
- Make the next response easier to track in Close.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Close once in the Notis portal.
- 2Create an automation that checks inquiry context and consent before creating a Close SMS message.
- 3Choose a webhook trigger and select where run reports should go.
- 4Test with one eligible inquiry and verify the message details in Close.
Questions about this workflow
Will it text every inquiry?
No. Instruct it to proceed only when the request includes the required phone numbers and explicit permission for SMS follow-up.
Can it send the message immediately?
Close's SMS action supports immediate sending. Configure the prompt deliberately and test with a controlled real example.
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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