Skip to content
Notis

Research the web before your next Agencyzoom follow-up

Start from the Agencyzoom context you already have. Ask Notis to research the relevant pages and bring back the details you need for a confident follow-up.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Execute Custom Function

Runs a custom browser automation script.

Why this helps

Preparing a relevant follow-up means switching between Agencyzoom records and several browser tabs, with details easy to miss.

  • Prepare follow-ups with relevant public web context
  • Reduce tab switching between agency records and research
  • Return a concise summary for review before contacting a client

Setup

Build it in a few focused steps.

  • 1Connect Agencyzoom and Browserless once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
  • 3Ask Notis to use the supplied Agencyzoom client or policy context to research relevant web pages and summarize useful follow-up details.
  • 4Choose a webhook trigger and select where run reports should go.
  • 5Test with one real Agencyzoom follow-up example.

Questions about this workflow

What starts this automation?

A webhook starts it when an HTTP request is sent to the automation. Agencyzoom has no listed trigger events in this setup.

Will it contact the client?

No. This workflow researches web pages and returns results for review; it does not send a message through Agencyzoom.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agencyzoom to Browserless. A trigger fires from one place; an action lands in another.

Agencyzoom triggers

Browserless actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Download file using Puppeteer script

Downloads files saved by Chrome during a browser automation script.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Execute Custom Function

Runs a custom browser automation script.

ActionInstant

Fetch HTML Content

Fetches a webpage’s complete HTML content, including dynamic content.

ActionInstant

Generate PDF from webpage

Generates a PDF from a webpage.

ActionInstant

Scrape webpage content using CSS selectors

Extracts structured content from selected webpage elements.

ActionInstant

Take Screenshot

Captures a screenshot of a webpage.

ActionInstant

Unblock Protected Content

Retrieves webpage content from sites protected against automated access.

ActionInstant

Connect any two apps with Notis in the middle.

Agencyzoom and Browserless, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

Save your first hour today.

7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Browserless.