Bring policy review into a focused browser session
Start a dedicated browser session from an AgencyZoom request, then review policy details and related web information without losing your place.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Start Browser Session
Start a new isolated browser session.
Why this helps
Policy follow-up can pull agency teams across CRM records, carrier portals, and browser tabs, making it easy to lose context.
- Open a separate browser session for each review request.
- Keep policy research tied to the originating AgencyZoom workflow.
- Reduce manual tab setup before reviewing policy details.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Anchor browser once in the Notis portal.
- 2Create an automation in Automations with a name and prompt describing the review outcome.
- 3Pick the Notis webhook trigger and choose where run reports should go.
- 4Test with one real policy review request sent to the webhook.
Questions about this workflow
Does AgencyZoom provide a trigger event for this workflow?
No. Start it with a Notis webhook, which begins the automation when an HTTP request arrives.
Does this automation sign in to a carrier portal?
It starts a browser session. Any sign-in or page interaction must be described in the prompt and supported by the connected Anchor browser tools.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Anchor browser. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Anchor browser actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Profile
Create a browser profile from an active session to preserve its data.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Click Mouse
Click at specified coordinates in a browser session.
Delete Profile
Delete a browser profile.
Copy Selected Text
Copy the currently selected text in a browser session to the clipboard.
End All Sessions
End all active browser sessions.
Create Integration
Create an integration that is immediately available in browser sessions and profiles.
End Browser Session
End a specific browser session.
Create or Update Task Draft
Create or update a task’s draft version for development and testing.
Connect any two apps with Notis in the middle.
Agencyzoom and Anchor browser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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