Audit policy follow-up calls across Agencyzoom and Callingly
Check whether recent call activity appears to cover the policy follow-ups your agency has asked the team to make.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Calls
Lists call records.
Why this helps
It takes attention and time to compare policy follow-up needs with recent calling activity one record at a time.
- Bring policy follow-up needs and call records into one review.
- Flag possible gaps for a person to check.
- Use explicit follow-up criteria instead of relying on memory.
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Callingly once in the Notis portal.
- 2Create an automation and describe how to compare provided policy follow-up context with recent calls.
- 3Choose a Notis cron trigger and set the audit schedule.
- 4Choose where Notis should send run reports.
- 5Test with one run and confirm the available information is enough to identify possible gaps.
Questions about this workflow
Can this guarantee every policy follow-up was completed?
No. It can compare the context and call records available to it, but any missing Agencyzoom policy list, matching identifier, or definition of completion must be supplied.
Will it change records when it finds a gap?
This workflow retrieves call history and reports possible gaps. It does not change records or place calls.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Callingly. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Callingly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Activate/Deactivate Client Account
Activates or deactivates a client account to control access.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Agent
Creates a new agent.
Create Outbound Call
Creates a call record and immediately places an outbound call, which may incur a cost.
Create Client
Creates a new client account under your agency.
Create Team
Creates a new team.
Create Webhook
Creates a webhook for real-time call or lead notifications.
Delete Agent
Permanently deletes an agent from an account.
Delete Client
Deletes an existing client from your account.
Connect any two apps with Notis in the middle.
Agencyzoom and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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