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Notis

Get AgencyZoom lead updates in Ably

Keep new opportunities visible in the channel where your team already coordinates.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Publish Message to Channel

Publishes a message to a channel.

Why this helps

New leads can sit unnoticed while agency staff switch between client records and team chat.

  • Make new opportunities visible without checking another dashboard.
  • Include relevant lead details and a suggested next follow-up.
  • Give the team one place to notice and discuss incoming work.

Setup

Build it in a few focused steps.

  • 1Connect AgencyZoom and Ably once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
  • 3In one instruction, ask Notis to summarize the lead details in the incoming request and publish a follow-up alert to your chosen Ably channel.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with one real lead example and confirm the published message is useful.

Questions about this workflow

Does AgencyZoom provide a native trigger for this workflow?

No. Start it with a Notis webhook request that includes the lead update or asks Notis to retrieve the relevant AgencyZoom record.

What does the alert include?

Tell Notis which lead details and follow-up context to include. Avoid sending sensitive client information to a channel that is not appropriate for it.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agencyzoom to Ably. A trigger fires from one place; an action lands in another.

Agencyzoom triggers

Ably actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Query Batch Presence

Retrieves presence states for members across multiple channels.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Query Batch Presence History

Retrieves presence history for members across multiple channels.

ActionInstant

Delete Channel Subscription

Unsubscribes devices or clients from channel push notifications.

ActionInstant

Get Channel Details

Retrieves a channel’s status, activity, and occupancy details.

ActionInstant

Get Channel History

Retrieves the message history for a channel.

ActionInstant

Get Channel Presence

Get the members currently connected and active on a channel.

ActionInstant

Get Channel Presence History

Retrieves the presence event history for a channel.

ActionInstant

Get Message Versions

Retrieve all historical versions of a channel message, including updates and deletions.

ActionInstant

Connect any two apps with Notis in the middle.

Agencyzoom and Ably, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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