Make Renewal Interest Easy to Follow Up
Turn an incoming renewal signal into a directory lead your team can see and act on.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Lead
Creates a lead from a visitor inquiry or contact request.
Why this helps
Renewal conversations can disappear among routine account updates and separate follow-up queues.
- Give renewal interest a dedicated lead record
- Reduce the chance of missed follow-up
- Start from a webhook request
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Brilliant Directories once in the Notis portal.
- 2Create an automation for renewal interest.
- 3Tell Notis which incoming AgencyZoom details indicate renewal interest and to create a directory lead from them.
- 4Choose the webhook trigger and report destination.
- 5Test with one real renewal example.
Questions about this workflow
Does AgencyZoom automatically trigger this?
No event trigger is listed. The workflow starts when an HTTP request reaches the Notis webhook.
Can the lead include policy history?
Only include history that AgencyZoom returns or the request supplies.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Brilliant directories. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Brilliant directories actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create User
Creates a new user account on a directory website.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Album Photo
Adds a photo entry to a user’s portfolio album.
Delete User
Deletes a user record and can also remove the member’s uploaded images.
Create Data Category
Creates a data category for a content type on the website.
Create Data Post
Creates a single-image post in the website database.
Get Lead Fields
Retrieves the available fields for leads.
Create Lead
Creates a lead from a visitor inquiry or contact request.
Get Reviews Fields
Retrieves metadata about the available review fields.
Connect any two apps with Notis in the middle.
Agencyzoom and Brilliant directories, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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