Keep aging sales content from slipping
Surface sales pages that may need attention and give someone a concrete next step in Close.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Creates a task to track a to-do item.
Why this helps
Sales content can become outdated while everyone assumes someone else is reviewing it.
- Find content that exceeds a review age you define.
- Create a task with the page and reason for review.
- Give recurring content checks a home 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 sales content against an age threshold you provide and creates review tasks.
- 3Choose a recurring schedule and select where run reports should go.
- 4Test with one known aging page and verify its task in Close.
Questions about this workflow
What counts as stale?
Set the age threshold in your instruction. Notis can use dates available in Agility CMS, but it cannot invent a review policy.
Does this update the CMS page?
No. This workflow creates a Close task for follow-up; the listed Close action does not update Agility CMS.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Close.