Review synchronized policy context alongside project work
Bring policy context into a recurring review when project work and customer records need a closer look.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get AMS policies for a customer
Retrieves a customer’s synchronized policy data.
Why this helps
Policy status can be difficult to check while juggling project details across systems, especially when teams lack a reliable review routine.
- Make periodic policy context reviews easier to remember.
- Retrieve synchronized AMS policy data for identified AgencyZoom customers.
- Keep project and customer review work in one recurring routine.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and AgencyZoom once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for policy context review.
- 3In one instruction, define which available AccuLynx customer context to review and ask Notis to retrieve AMS policy data for identified AgencyZoom customers.
- 4Pick the Notis schedule trigger and select where run reports should go.
- 5Test with one real customer and check whether the AgencyZoom account has an active AMS integration.
Questions about this workflow
Does this action return complete policy coverage details?
It retrieves synchronized AMS policy data, typically a single policy. It does not promise a complete policy or coverage analysis.
What if the customer has no AMS policy data?
The action may return empty or default values when data is missing. The account also needs an active AMS integration.
Does this workflow update a policy status?
No. The listed action retrieves policy data; it does not update policy status.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Agencyzoom. A trigger fires from one place; an action lands in another.
Acculynx triggers
Agencyzoom actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Authenticate for JWT via V4 SSO
Completes sign-in by exchanging an authorization code for an access token.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Batch create contacts
Creates up to five contacts at once.
Batch create leads
Creates up to five leads at once.
Batch delete tasks
Permanently deletes multiple tasks.
Change lead status
Changes a lead’s lifecycle status.
Mark task as completed
Marks an existing task as completed.
Create a customer note
Adds a note to an existing customer’s profile.
Create a driver for an opportunity
Creates a driver record for an existing opportunity.
Connect any two apps with Notis in the middle.
Acculynx and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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