Keep policy status checks moving with Agenty
Schedule a policy review, then let Agenty check the relevant web sources while you stay focused on client work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Start Agent Job
Starts a new job with an existing agent.
Why this helps
Checking policy status across agency records and external websites takes repeated context switching and can leave changes unnoticed.
- Review AgencyZoom policy records on a recurring schedule.
- Start an existing Agenty agent for relevant web checks.
- Reduce manual switching between agency records and websites.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Agenty once in Notis.
- 2Create an automation in Notis and describe the policy status review and web check you want.
- 3Pick a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test the automation with one real policy example.
Questions about this workflow
Does AgencyZoom provide a native trigger for this workflow?
No. This workflow uses a Notis schedule to start the review.
What does Agenty do when the review finds a policy to check?
Notis starts the existing Agenty agent you specify. Configure that agent to check the relevant webpages and inputs.
When this happens · Trigger
Do this · Action
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.
Add List Rows
Add rows to an existing list.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Agent
Creates an agent for web scraping, monitoring, or crawling.
Get Agent Templates
Lists public agent templates and sample agents.
Delete Agent by ID
Permanently deletes an agent.
Fetch all agents
Lists all active agents in the account.
Get Agent by ID
Retrieves the details and configuration of an agent.
Update Agent by ID
Updates an existing agent’s configuration and details.
Create API Key
Creates an API key for programmatic access to your account.
Connect any two apps with Notis in the middle.
Agencyzoom and Agenty, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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