Inspect a Bonsai cluster when an AgencyZoom review raises a follow-up
Keep a technical follow-up from getting lost after you review agency sales or policy performance. Ask Notis to retrieve the Bonsai cluster details you need to inspect.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Bonsai Cluster Details
Retrieves details about a cluster.
Why this helps
Performance reviews can surface follow-ups that get buried while you switch between agency records and infrastructure details.
- Keep a review follow-up connected to the work that prompted it.
- Retrieve cluster configuration and status without a separate lookup.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Bonsai once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt describing the cluster details to retrieve after an AgencyZoom review.
- 3Choose notis_webhook as the trigger so an HTTP request can start the automation.
- 4Choose where run reports should go, then test with one real review example.
Questions about this workflow
Does AgencyZoom provide an event trigger for this workflow?
No. AgencyZoom exposes no trigger events here, so this workflow starts with a Notis webhook.
What does the Bonsai action retrieve?
It retrieves details for one Bonsai cluster by slug, including its configuration and status.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Bonsai. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Bonsai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Bonsai Cluster Details
Retrieves details about a cluster.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Retrieve Space Details
Retrieves details about a space.
List Spaces
Lists available spaces.
Connect any two apps with Notis in the middle.
Agencyzoom and Bonsai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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