Plan client service conversations with open times
Bring real availability into your regular client service planning.
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
Service teams can overbook follow-up plans or delay client conversations without a clear view of open slots.
- See open meeting capacity during service planning.
- Make realistic follow-up commitments.
- Reduce schedule-related rework.
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 Calendly availability for the client service meeting type and summarize relevant AgencyZoom work.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real service planning cycle and verify the window.
Questions about this workflow
Will it select a meeting time for each client?
No. It reports open times for the chosen event type.
Can it check more than one week?
The Calendly availability action requires a time range. Set an appropriate range in the instruction and check the action's accepted limits.
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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