Prepare renewal outreach from Agencyzoom policy data
Let a scheduled check gather eligible renewal contacts into a Bigmailer batch so the next follow-up is easier to manage.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Contact Batch
Queues a batch of contacts for asynchronous processing and returns a tracking ID.
Why this helps
Renewal follow-ups can slip when policy records and email contact preparation live in separate tools.
- Prepare multiple eligible contacts in one batch.
- Use policy details available in the supplied records.
- Make recurring renewal preparation easier to track.
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Bigmailer once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for renewal preparation.
- 3Tell Notis to identify records due for follow-up from the supplied Agencyzoom data and create a Bigmailer contact batch for eligible contacts only.
- 4Choose a recurring schedule, then select where run reports should go.
- 5Test with one real example and verify eligibility, contact details, and batch results.
Questions about this workflow
What policy data does the automation use?
It can only assess policy dates and status included in the data available to the scheduled run. Supply the relevant Agencyzoom records or data source in the automation instruction.
Does this send a renewal campaign?
No. The action creates a contact batch. A separate campaign workflow would be needed to send email.
What happens if eligibility is unclear?
Instruct Notis to leave the contact out of the batch and report which policy details need review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Bigmailer. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Bigmailer actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Transactional Campaign
Creates a transactional email campaign for a brand.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Brand
Creates a brand for organizing campaigns and default sending settings.
Get User Information
Retrieves information about the authenticated user.
Create Brand Property
Creates a custom brand property for use in email templates.
List All Brands
Lists the brands associated with the authenticated account.
Create Bulk Campaign
Creates a bulk email campaign for immediate sending or scheduling.
Create Contact
Creates a contact within a brand, with optional list membership and subscription status.
Create Contact Batch
Queues a batch of contacts for asynchronous processing and returns a tracking ID.
Connect any two apps with Notis in the middle.
Agencyzoom and Bigmailer, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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