Scan unread announcements during sales follow-up
Make unread Beamer notifications part of a scheduled check on the sales work happening in AgencyZoom.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Notifications
Retrieves unread notifications and marks them as read.
Why this helps
Sales follow-up can crowd out a quick check for unread product or customer announcements that deserve attention.
- Add unread announcements to a recurring sales check
- Retrieve notification context for a specified user
- Make follow-up priorities easier to see
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Beamer once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and this outcome: review AgencyZoom sales follow-up context and retrieve unread Beamer notifications for the user context I provide.
- 3Pick a recurring schedule as the trigger.
- 4Choose where run reports go, then test with a real sales example and user context.
Questions about this workflow
What happens to notifications when retrieved?
The listed action fetches unread notifications and marks them as read.
Can the action retrieve notifications for every user?
The action requires user context. Provide the intended user context in the automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Beamer. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Beamer actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Count Posts
Counts the posts matching the selected criteria.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Category
Retrieves the details of a category.
Count Post Comments
Counts comments on a post that match the selected filters.
Get Feed
Retrieves the URL of your standalone feed.
Count Post Reactions
Counts reactions on a post.
Count Unread Posts
Counts a user’s unread posts.
Get Notification
Retrieves the details of a specific notification.
Get Notifications
Retrieves unread notifications and marks them as read.
Connect any two apps with Notis in the middle.
Agencyzoom and Beamer, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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