Prepare upcoming client follow-ups with booking details
Put the context for upcoming account conversations in one report before follow-up time arrives.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Booking Details
Retrieves guest-submitted details for bookings, with optional filtering and pagination.
Why this helps
Account owners can reach a scheduled follow-up without the guest or booking details needed to make it useful.
- Prepare relevant booking context ahead of scheduled account follow-ups.
- Reduce last-minute searches across systems.
- Keep follow-up reports focused on the records that need attention.
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 find AgencyZoom client follow-ups due soon, retrieve details for the identified Bookingmood bookings, and report missing matches.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real upcoming follow-up and check the booking details against the source record.
Questions about this workflow
How does Notis know which follow-ups are due soon?
The instruction needs a schedule window and a real AgencyZoom field or record that indicates follow-up timing.
Will this message clients automatically?
No. It retrieves booking details and reports them to your chosen channel for the team to use.
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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