Keep sales call records connected to your proof points
Make call records more useful by including a published page that supports the conversation.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Call
Creates a record of an inbound or outbound call.
Why this helps
Sales notes can lose the useful content context that shaped a call or its next step.
- Add relevant published content context to a call record.
- Reduce manual context gathering after a call.
- Keep the record grounded in supplied call details.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Close once in the Notis portal.
- 2Create an automation that finds relevant published proof and logs a call using call details you provide.
- 3Choose a recurring schedule and select where run reports should go.
- 4Test with one real call and verify its record in Close.
Questions about this workflow
Can it invent call details if they are missing?
No. Supply the lead and call information required by Close; Notis should report missing details instead of guessing.
Does the schedule mean the call is recorded?
No. The workflow creates a Close call record from details provided to it; it does not record a phone call.
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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