Prepare sales emails from new content
Bring a useful new page into your sales follow-up as a draft your team can review before sending.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Email
Why this helps
A relevant new page may be published, but sales outreach does not catch up with the launch.
- Create a reviewable draft rather than sending automatically.
- Include the relevant published page context.
- Save time turning a launch into tailored outreach.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Close once in the Notis portal.
- 2Create an automation that finds recent releases and drafts an appropriate Close email.
- 3Choose a recurring schedule and select where run reports should go.
- 4Test with one published page and review the email draft in Close.
Questions about this workflow
Will this send the email?
Instruct the workflow to use draft mode. Close supports send-capable modes too, so specify that emails must remain drafts for review.
How does it know which page is new?
Notis can compare available publication dates with the schedule window you specify.
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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