Prepare renewal research with a focused web check
When a renewal needs extra context, ask Notis to start the Agenty agent that checks your chosen public sources.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Start Agent Job
Starts a new job with an existing agent.
Why this helps
Gathering renewal context can pull account managers away from client conversations and leave research scattered.
- Request research at the point a renewal needs attention.
- Start an existing Agenty agent against the sources you specify.
- Keep the research task focused on a particular renewal.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Agenty once in Notis.
- 2Create an automation and describe the renewal research and public sources to check.
- 3Pick a Notis webhook as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real renewal and review the Agenty job.
Questions about this workflow
Can Agenty determine which market sources to check by itself?
Specify the sources in your instruction or in the existing Agenty agent configuration. The workflow does not assume a source list.
How does the webhook start the review?
A Notis webhook starts the automation when it receives an HTTP request. AgencyZoom trigger events are not available in this package.
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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