Review client records across AgencyZoom and Agiled
Find contact records that may deserve a closer look, with both systems considered together.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Contacts
Retrieves contacts.
Why this helps
Client records can become inconsistent when staff update separate systems at different times.
- Spot possible duplicate or inconsistent contact records.
- Keep uncertain matches visible for a person to verify.
- Avoid making unsupported record changes.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Agiled once in the Notis portal.
- 2Create an automation in Automations, New Automation, and choose its name and report channel.
- 3Tell Notis to retrieve Agiled contacts, compare them with available AgencyZoom client records, and report possible duplicates or mismatches for human review.
- 4Choose the notis_cron trigger and select where run reports should go.
- 5Test with a real contact sample and verify the evidence for each possible match.
Questions about this workflow
Will this merge or update contact records?
No. The selected action retrieves contacts. This workflow reports possible issues for review and does not modify records.
How does it identify a duplicate?
Specify the comparison criteria you want, such as matching email addresses. Notis should mark uncertain matches rather than treating similar names as definitive.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Agiled. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Agiled actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Expense
Creates a new expense.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Project
Creates a new project.
Create Task
Creates a new task.
Create Ticket
Creates a new support ticket.
Get Contacts
Retrieves contacts.
Get Currencies
Retrieves the available currencies.
Get Deals
Retrieves deals.
Get Employees
Retrieves employees.
Connect any two apps with Notis in the middle.
Agencyzoom and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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