Keep unresolved AgencyZoom client issues visible
Turn a recurring issue review into tickets your team can follow through on.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Ticket
Creates a new support ticket.
Why this helps
Unresolved client concerns can be missed when issue status is checked only during ad hoc reviews.
- Review unresolved client issues on a recurring schedule.
- Create tickets when the needed details are present.
- Bring issue priority and context into the run report.
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 select a name and report channel.
- 3Tell Notis to review available unresolved issue information and create Agiled tickets only when subject, message, priority, and user id are available.
- 4Choose the notis_cron trigger and set where run reports go.
- 5Test with one real issue and verify the ticket details.
Questions about this workflow
Can this identify unresolved issues automatically?
Only if AgencyZoom makes issue status or equivalent information available to the automation. Specify how to recognize an unresolved issue in the prompt.
What happens when an issue lacks a user id?
Ask Notis to report the missing required ticket detail and skip ticket creation until it is available.
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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