Check for bookings tied to active opportunities
Keep booking confirmation on the radar while AgencyZoom opportunities are still active.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Bookings
Retrieves booking records, with optional filtering and pagination.
Why this helps
A promising opportunity can sit without a booking check when follow-up depends on someone remembering to switch systems.
- Review the active opportunities that need a booking check on a consistent schedule.
- Surface matching Bookingmood records for follow-up.
- Give the team a focused report instead of another manual search.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Bookingmood once in Notis.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to review active AgencyZoom opportunities marked for booking confirmation and look up matching Bookingmood bookings.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real opportunity and confirm the matching criteria before relying on the scheduled run.
Questions about this workflow
What counts as an opportunity needing confirmation?
Use a stage, note, or other information that AgencyZoom actually provides and that your team uses. If no such marker exists, supply the criteria in the instruction.
Will it create a booking for an opportunity with no match?
No. This workflow only lists bookings and reports results. It does not create bookings.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Bookingmood. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Bookingmood actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Booking Widget
Creates a booking widget.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Product
Creates a bookable product and automatically adjusts the subscription to the product count.
Delete Booking Details
Deletes booking details that match the selected criteria.
Create Site Pages
Creates new pages for a site.
List Organizations
Lists the organizations available to the current account.
List Booking Widgets
Lists the booking widgets available to the current account.
Delete Attributes
Deletes matching attributes after you confirm which records to remove.
Delete Bookings
Deletes matching bookings; at least one filter is required to prevent deleting them all.
Connect any two apps with Notis in the middle.
Agencyzoom and Bookingmood, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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