Organize policy status follow-ups into a Bigmailer segment
Translate a clearly defined policy status group into a Bigmailer segment for a more focused next step.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Segment
Creates a contact segment based on campaign activity or custom field conditions.
Why this helps
Finding the right policy status group for outreach can take repeated manual filtering and list preparation.
- Turn specified policy criteria into an organized segment.
- Make targeted follow-up groups easier to prepare.
- Avoid assuming status details that are not present in the source data.
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 policy status segmentation.
- 3Tell Notis to create a Bigmailer segment using the explicit policy status criteria and available fields supplied for the scheduled run.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real criteria set and verify the segment conditions before using it.
Questions about this workflow
Can this create a segment from any Agencyzoom policy field?
Only if the relevant field and values are available to Notis and supported by Bigmailer segment conditions. Have the automation report unsupported or missing criteria.
Does segment creation add contacts?
No. It creates a segment definition; matching contacts depend on Bigmailer's data and conditions.
Can it decide which policies deserve follow-up?
It should use criteria you specify. The workflow should not invent policy rules or infer a status meaning that was not provided.
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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