Find notes that may repeat the same information
Compare two note texts included in an AgencyZoom webhook to spot repeated information before it adds noise to a client record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Compute Text Similarity
Calculates the semantic similarity between two texts.
Why this helps
Repeated notes make it harder to see what changed and which follow-up detail matters.
- Compare two pieces of supplied text by semantic similarity.
- Flag likely repeats without deleting or changing records.
- Keep both source texts available for a person to assess.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Api Ninjas once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for note similarity review.
- 3In one instruction, ask Notis to compare the two note texts supplied in each AgencyZoom webhook with Api Ninjas and report the similarity score and both source contexts for human review.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one known pair of similar notes and one pair that is clearly different.
Questions about this workflow
Does this delete duplicate notes?
No. It reports a similarity score to help a person decide whether the notes are duplicates.
Can it compare a note against all history automatically?
Only if the webhook or available AgencyZoom context supplies the note and comparison text. It cannot compare against history it cannot access.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Api ninjas. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Api ninjas actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Agencyzoom and Api ninjas, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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