Make policy status reviews easier to scan
Run a scheduled AppDrag SELECT and have Notis summarize the returned policy status data for your review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Visual SQL SELECT
Read rows from a database table.
Why this helps
Checking multiple policy records manually can consume focus and make status gaps easy to overlook.
- Bring configured status rows into a scheduled review
- Summarize returned data into a short, readable report
- Keep review work in a predictable cadence
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and AppDrag once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a prompt describing the status review you want.
- 3Tell Notis to run the relevant AppDrag Visual SQL SELECT function and summarize the returned rows; ensure the function is configured for the data you need.
- 4Pick the recurring schedule and choose where run reports go.
- 5Test with one real example and check the report against the returned data.
Questions about this workflow
Does this automatically discover Agencyzoom policies?
No. This action reads data returned by the configured AppDrag Visual SQL SELECT function. Configure that function to expose the rows you need.
Can Notis identify overdue policies?
Only if the returned data includes the dates and status fields needed to make that assessment, or you provide the criteria in the prompt.
What starts the workflow?
A recurring Notis schedule starts it. Agencyzoom has no listed native trigger events.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Appdrag. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Appdrag actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Execute Cloud Backend function via DELETE
Executes a cloud backend function in the default environment.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Execute Preprod Function (DELETE)
Executes a backend function in the preproduction environment for testing or validation.
Execute PROD API Function (GET)
Executes a backend function in the production environment.
Execute Dev Function (PATCH)
Executes a backend function in the development environment.
Execute Cloud Backend function via POST
Executes a cloud backend function in the default environment.
Execute Function POST (Preprod Env)
Executes a cloud backend function in the preproduction environment.
Execute Cloud Backend function via PUT (default)
Executes a cloud backend function in the default environment.
Execute Cloud Backend function via PUT (preprod)
Executes a cloud backend function in the preproduction environment.
Connect any two apps with Notis in the middle.
Agencyzoom and Appdrag, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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