Prepare client updates when policy status changes
Turn status changes into clear, reviewable client updates without hunting through records to reconstruct what changed.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Draft
Create a draft and optionally schedule its automatic delivery.
Why this helps
It is easy to lose track of which clients need an update when policy status changes arrive amid other work.
- Spot policy records that warrant an update
- Keep the message tied to available status information
- Approve wording before it reaches a client
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Agent Mail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis what status changes warrant an update and to draft only when a client recipient is available.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real policy status change and review the draft.
Questions about this workflow
Can the workflow explain why a status changed?
Only if AgencyZoom provides that explanation in the records Notis can access. Otherwise, the draft should state the status without guessing at the cause.
Can I define which statuses matter?
Yes. Include the statuses you want Notis to look for in the plain-language instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Agent mail. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Agent mail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Message
Retrieves the full details of an email message from an inbox.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Draft
Create a draft and optionally schedule its automatic delivery.
List Messages
Lists messages in an inbox.
Create Inbox
Create an inbox for sending and receiving messages.
Send Email
Sends an email.
Create Inbox API Key
Create an inbox-scoped API key; omitting permissions grants all available inbox permissions.
Delete Thread
Permanently delete a thread and all its messages.
Get API Key
Retrieve API key details without exposing its secret.
Connect any two apps with Notis in the middle.
Agencyzoom and Agent mail, 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 Agent mail.