Read the conversation before the next client follow-up
Bring the comments from a chosen Beamer post into your recurring client activity review for a clearer follow-up decision.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Post Comments
Lists the comments on a post.
Why this helps
Client follow-up can miss useful context when discussion on the related announcement is left unread in another app.
- Read post comments during a client review
- Use a team-selected post id to focus the lookup
- Prepare follow-up with discussion context
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 client activity and retrieve comments for the Beamer post id I provide.
- 3Pick a recurring schedule as the trigger.
- 4Choose where run reports go, then test using one real client activity example and a post id.
Questions about this workflow
Does the workflow select the post associated with a client?
No. Your team supplies the post id because no cross-app relationship is listed.
Can it filter comments by sentiment?
No. It retrieves comments for the specified post; any interpretation must be based on the returned comment content.
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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