Find a prospect's likely service fit
Get a quick read on which of your agency's services may match a prospect's public business information.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Query Data
Extracts structured data from a web page using a query or prompt.
Why this helps
It is easy to send a generic follow-up when the prospect's needs are not obvious from a name alone.
- Compare public prospect information with services you specify.
- Surface relevant details to discuss in a follow-up.
- Keep assumptions distinct from facts found on the site.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and AgentQL once in Notis.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to use the supplied website URL and your stated agency services to summarize potential fit, citing the supporting website details and labeling uncertainties.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real prospect URL and your current service list.
Questions about this workflow
Does Notis know my agency's services?
Provide the services in your instruction or webhook request. The workflow does not assume an unlisted source of agency information.
Will it decide whether to sell a policy?
It summarizes public information against the services you provide. Your team makes the sales decision.
When this happens · Trigger
Do this · Action
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.
Query Data
Extracts structured data from a web page using a query or prompt.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get AgentQL Usage Statistics
Retrieve account API usage statistics and subscription limits.
Create Remote Browser Session
Creates a remote browser session for browser automation.
Connect any two apps with Notis in the middle.
Agencyzoom and Agentql, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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