Start renewal follow-up calls from Agencyzoom
When your agency flags a renewal for a call, pass the relevant lead details into Callingly with a Notis workflow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Outbound Call
Creates a call record and immediately places an outbound call, which may incur a cost.
Why this helps
Renewal follow-ups can slip when the call task requires manually finding the lead and recreating its details in another tool.
- Turn a renewal call request into a Callingly outbound call record.
- Keep the supplied renewal context with the request.
- Reduce context switching during renewal follow-up.
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Callingly once in the Notis portal.
- 2Create an automation and describe which renewal requests should create an outbound call.
- 3Choose a Notis webhook trigger and send the lead details and renewal context when the request is ready.
- 4Choose where Notis should send run reports.
- 5Test with one real renewal follow-up and confirm the Callingly call record.
Questions about this workflow
Does Agencyzoom send renewal events directly?
No source trigger events are listed here. Use a Notis webhook and configure your process to send the relevant renewal request details.
Does the automation decide which renewals need a call?
Only if your instruction includes that decision rule or the webhook provides an explicit call request. The source description does not specify renewal criteria.
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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