Connect Agencyzoom to Agenty

When something happens in Agencyzoom, Notis takes the next step in Agenty. 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 Agenty

View example

Check agency policy status on the web

On a schedule, review AgencyZoom policy records and start an Agenty agent to check relevant insurer or carrier webpages for status changes.

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Check a client website after an AgencyZoom update

Use a Notis webhook to request a focused Agenty check of a client's public website after a relevant AgencyZoom record update.

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Build a research list for AgencyZoom prospects

On a schedule, identify prospect records that need research and ask Agenty to add discovered details to an existing list.

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Research the market around an upcoming renewal

Send a Notis webhook when a renewal needs research, then start an Agenty agent to check specified public market or carrier pages.

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Keep an eye on agency competitors

On a recurring schedule, review AgencyZoom context for competitor research and start an Agenty agent to monitor specified public websites.

View example

Capture a client page for an account review

Request a full-page screenshot through a Notis webhook when preparing an AgencyZoom account review that needs a visual record of a public webpage.

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Recheck public client pages on a schedule

Review AgencyZoom client context on a schedule and start an Agenty agent to revisit public webpages that need a fresh check.

Supported Triggers and Actions

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

Agencyzoom triggers

Agenty actions

Recurring trigger

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

TriggerScheduled

Add List Rows

Add rows to an existing list.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Agent

Creates an agent for web scraping, monitoring, or crawling.

ActionInstant

Get Agent Templates

Lists public agent templates and sample agents.

ActionInstant

Delete Agent by ID

Permanently deletes an agent.

ActionInstant

Fetch all agents

Lists all active agents in the account.

ActionInstant

Get Agent by ID

Retrieves the details and configuration of an agent.

ActionInstant

Update Agent by ID

Updates an existing agent’s configuration and details.

ActionInstant

Create API Key

Creates an API key for programmatic access to your account.

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.