Make policy status changes easier to spot
Bring notable policy status updates into Ably as a clear, scheduled team brief.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Publish Message to Channel
Publishes a message to a channel.
Why this helps
Policy status changes can be hard to keep visible when updates live inside client records.
- Bring notable status changes into a shared team channel.
- Summarize records into a brief that is faster to scan.
- Help the team spot items that may need a follow-up.
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 review recent policy status changes in AgencyZoom and publish a brief with the relevant context to your chosen Ably channel.
- 4Pick a recurring schedule, then choose where run reports should go.
- 5Test with one real policy example and confirm the brief includes only appropriate client details.
Questions about this workflow
Can this detect a policy change instantly?
AgencyZoom has no trigger events in this setup. The cron schedule checks for recent changes at the intervals you choose.
What does Notis consider a notable change?
Describe the status changes or follow-up signals to highlight in the instruction. Notis can only use information available from AgencyZoom.
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.
Query Batch Presence
Retrieves presence states for members across multiple channels.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Query Batch Presence History
Retrieves presence history for members across multiple channels.
Delete Channel Subscription
Unsubscribes devices or clients from channel push notifications.
Get Channel Details
Retrieves a channel’s status, activity, and occupancy details.
Get Channel History
Retrieves the message history for a channel.
Get Channel Presence
Get the members currently connected and active on a channel.
Get Channel Presence History
Retrieves the presence event history for a channel.
Get Message Versions
Retrieve all historical versions of a channel message, including updates and deletions.
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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