Turn new AgencyZoom clients into timely onboarding follow-up
A new client record can kick off the next step in your onboarding email sequence, without another reminder to yourself.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Email in Automation
Adds an email to an automation workflow.
Why this helps
New clients can wait too long for onboarding emails when creating their record is the last thing on your mind.
- Reduce manual onboarding follow-up
- Keep new-client communications moving
- Use the automation sequence already set up in Benchmark
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Benchmark email once in Notis.
- 2Create an automation in Notis and describe how to find a newly reported client and add the matching contact to the right Benchmark automation.
- 3Pick the webhook trigger and choose where run reports go.
- 4Send one real new-client example to the webhook and confirm the contact is added to the intended automation.
Questions about this workflow
Does AgencyZoom provide a trigger for new client records here?
No AgencyZoom trigger events are listed for this workflow package, so it starts from a Notis webhook. Send the relevant client details to that webhook.
What does the workflow add in Benchmark?
It adds the matching email to an existing Benchmark automation. The relevant automation and contact must be identifiable from your instruction and supplied data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Benchmark email. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Benchmark email actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Contact From List
Removes a contact from a specific list.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Email in Automation
Adds an email to an automation workflow.
Delete Contact List
Deletes a contact list.
Add Email to Archive
Adds an email campaign to the archive page.
Delete Email Campaign
Deletes an email campaign.
Add Email to Community
Publishes an email campaign in the public community.
Delete Linked Agency Account
Deletes a linked agency account.
Add/Remove Inbox Tests from Sub-Account
Adds or removes inbox testing credits from a sub-account.
Connect any two apps with Notis in the middle.
Agencyzoom and Benchmark email, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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