Find meeting options for claim conversations
When a claim needs a discussion, get current meeting options ready for the next response.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List event type available times
Lists available time slots for an event type within a specified period.
Why this helps
Clients may wait while staff check calendars and coordinate a time for a claim conversation.
- Check open times when the consultation need appears.
- Prepare current options for a client response.
- Reduce manual calendar checking.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Calendly once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to check availability for the claim consultation event type when an AgencyZoom claim needs a meeting.
- 4Choose the AgencyZoom webhook trigger and where run reports should go.
- 5Test with one real claim record and confirm the reported date range.
Questions about this workflow
Does this provide claim advice?
No. It checks scheduling availability only. Any claim guidance must come from your agency's qualified staff and source records.
Can it include a meeting location?
The availability action returns open times. It does not create or configure an event location.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Calendly. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Calendly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Cancel scheduled event
Permanently cancels an active scheduled event and notifies all invitees.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create event invitee (Deprecated)
Schedules a meeting for an invitee; this deprecated action requires a paid plan.
Create One-Off Event Type
Creates a temporary event type for a one-off meeting.
Create Event Type
Creates a one-on-one meeting type for scheduling.
Create scheduling link
Creates a scheduling link that becomes inactive after its booking limit is reached.
Create share
Creates a one-time share link with custom settings for an event type.
Create single use scheduling link
Creates a single-use scheduling link that expires after one booking.
Create webhook subscription
Creates a subscription for event notifications.
Connect any two apps with Notis in the middle.
Agencyzoom and Calendly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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