Connect Agencyzoom to Agentql

When something happens in Agencyzoom, Notis takes the next step in Agentql. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

Build an automation Browse examples

Examples

Ways Notis can move work from Agencyzoom to Agentql

View example

Build a Prospect Website Brief

Use an AgencyZoom prospect URL to gather structured details from their website before a sales follow-up.

View example

Check Prospect Service Fit

Research a prospect's public website against the services your agency offers and summarize the apparent fit.

View example

Review Public Prospect Contact Details

Check the public contact information on a prospect's supplied website and flag details that may need review.

View example

Scan for Policyholder Business Changes

Review a supplied policyholder or business website for public changes that may warrant an account review.

View example

Create an Insurance Market Snapshot

Query supplied industry or competitor pages and summarize public information your agency wants to track.

View example

Review Supplied Carrier Guideline Pages

Extract requested details from carrier or underwriting pages provided with an account review request.

View example

Summarize Prospect Locations

Extract public office and service-area details from a supplied prospect website for a sales brief.

View example

Check Public Policy Status References

Query supplied public pages for policy or coverage status references and flag them for human confirmation.

View example

Review AgentQL Usage Each Month

Check AgentQL account usage and limits on a schedule so the team can plan upcoming research work.

Supported Triggers and Actions

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

Agencyzoom triggers

Agentql actions

Recurring trigger

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

TriggerScheduled

Query Data

Extracts structured data from a web page using a query or prompt.

ActionInstant

Webhook trigger

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

TriggerInstant

Get AgentQL Usage Statistics

Retrieve account API usage statistics and subscription limits.

ActionInstant

Create Remote Browser Session

Creates a remote browser session for browser automation.

ActionInstant

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.