Keep AgencyZoom renewal follow-ups on your Agiled task list
Give each at-risk renewal a clear next step, with the client context ready when you need it.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Creates a new task.
Why this helps
Renewal details can sit in AgencyZoom while the follow-up gets lost among other work.
- Turn a renewal concern into a trackable next step.
- Keep client and policy context with the task.
- Reduce manual re-entry between agency and project tools.
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 give it a clear name and report channel.
- 3Tell Notis to review the AgencyZoom update, identify the needed renewal follow-up, and create an Agiled task with the supplied deadline and context.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real renewal example and confirm the task is useful.
Questions about this workflow
What starts this automation?
An HTTP request to its Notis webhook starts it. AgencyZoom does not provide a trigger event for this workflow.
Does it decide the due date?
Ask Notis to use a deadline included in the request or source details. If no deadline is provided, have it flag that information as missing instead of guessing.
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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