Prepare customer updates from product content
Make it easier to keep customers informed with drafts grounded in your published product updates.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Email
Why this helps
Useful product news can go unshared because adapting it for customers takes time.
- Use current published product details as source context.
- Create drafts that can be tailored and reviewed.
- Reduce the work of repeating the same product update research.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Close once in the Notis portal.
- 2Create an automation that finds recent product updates and drafts emails for the customer context you provide.
- 3Choose a recurring schedule and select where run reports should go.
- 4Test with one update and review its Close draft.
Questions about this workflow
Can it determine which customers should receive an update?
Only if you provide the customer criteria and relevant Close context. The workflow should not guess the audience.
Are the emails sent automatically?
Keep the action in draft mode so the team can review recipients and wording before sending.
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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