Keep Agencyzoom renewal follow-ups moving in Breeze
Send a renewal follow-up into Notis and get a clear Breeze task, ready for your team to pick up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Card
Creates a task card in a project.
Why this helps
Renewal follow-ups can get lost when policy details live in Agencyzoom and task planning happens somewhere else.
- Keep renewal work visible in the team's active project
- Include policy context and a practical next step in the task
- Reduce manual copying between client records and task lists
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Breeze once in the Notis portal.
- 2Create an automation in Automations, then choose New Automation.
- 3Tell Notis to create a Breeze task for each submitted Agencyzoom policy that needs renewal follow-up, including available client and policy details.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real renewal example and confirm the task contains enough context to act.
Questions about this workflow
Does Agencyzoom start this automatically when a policy changes?
Agencyzoom triggers are not listed for this workflow package. A notis_webhook starts the automation when an HTTP request is sent to it.
Can Notis assign the task to the right teammate?
You can ask Notis to use assignment information included in the submitted data. If no assignee is supplied or available, the task can be created without one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Breeze. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Breeze actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Project People
Invites people to join a project.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Archive Project
Archives a project to hide it from active views.
Create Card
Creates a task card in a project.
CREATE_LIST
Creates a new stage in a project.
Create Project
Creates a new project.
Create Workspace
Creates a new workspace.
Delete Card
Permanently deletes a card; this action cannot be undone.
Delete Project
Deletes a project.
Connect any two apps with Notis in the middle.
Agencyzoom and Breeze, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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