Keep policy renewal follow-ups on your radar
Get a scheduled look at your Beeminder goals alongside your Agencyzoom renewal work, so important follow-ups are easier to spot.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all goals
Lists all goals for a user.
Why this helps
Renewal work can slip when it lives across agency records and a separate goal tracker.
- See active goals without switching apps to check them manually
- Use returned goal details to identify relevant renewal follow-up commitments
- Receive a run report where you already review Notis updates
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Beeminder once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3In one instruction, ask Notis to retrieve active Beeminder goals and summarize goals relevant to Agencyzoom policy renewal follow-ups.
- 4Choose a recurring schedule as the trigger and select where run reports should go.
- 5Test with one real example and review the returned goal details.
Questions about this workflow
Does Agencyzoom start this workflow?
Agencyzoom has no listed trigger events for this workflow. A Notis schedule starts it, and Notis can use Agencyzoom context available through its connection when interpreting your instruction.
Can it determine which policies are due for renewal?
The listed Beeminder action retrieves active goals. Any Agencyzoom renewal records or matching criteria must be available through your connected Agencyzoom access and specified in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Beeminder. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Beeminder actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Authenticate and Redirect User
Authenticates a user and redirects them to a URL.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Charge
Creates a charge for a user outside of goal pledges.
Get all goals
Lists all goals for a user.
Get Archived Goals
Lists a user's archived goals.
Get Beeminder User Information
Retrieves information about a user.
Connect any two apps with Notis in the middle.
Agencyzoom and Beeminder, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Beeminder.