Find open times for upcoming renewal reviews
See whether your Calendly calendar has room for the renewal conversations on your AgencyZoom list.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List event type available times
Lists available time slots for an event type within a specified period.
Why this helps
Renewal reviews are easy to postpone when the team has to check availability one account at a time.
- Review available times in a regular batch.
- Focus attention on accounts approaching a renewal conversation.
- Avoid offering a time before checking event type availability.
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 review upcoming renewal accounts and check Calendly availability for the appropriate event type.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real renewal account and verify the time window and event type.
Questions about this workflow
Will it book meetings automatically?
No. It checks event type availability and reports open times; booking requires a supported booking action.
What dates can it check?
Specify the review window in your instruction, such as the next seven days. Calendly availability needs a date range.
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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