Make policy review a recurring checkpoint
Use a recurring schedule to retrieve synchronized policy data for the AgencyZoom customers you identify and keep review work from disappearing into your calendar.
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 review can become an open loop when customer records and review reminders are spread across tools.
- Create a predictable review checkpoint
- Retrieve available AMS policy data for specified customers
- Keep policy review from relying on memory alone
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom once in the Notis portal.
- 2Create an automation in Automations, then New Automation.
- 3Describe which supplied customer IDs should have synchronized AMS policy data retrieved for review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real customer ID and confirm the AMS integration is active.
Questions about this workflow
Does this find all customers automatically?
No. The action retrieves policy data for a customer and requires its customer ID.
Will every customer have policy details available?
The AMS integration must be active. If synchronized data is missing, the action may return empty or default values.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Agencyzoom. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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