Make policy renewal conversations easier to arrange
When a renewal needs a conversation, send the relevant policyholder and timing details to Notis and let Callpage arrange the call.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Widget Call or Schedule
Places a call immediately or schedules one for the first available time slot.
Why this helps
Renewal conversations can slip when policy dates and outbound calls are handled in separate steps.
- Turns a renewal-ready signal into a call arrangement.
- Supports an immediate call or first available timeslot.
- Uses the policyholder details supplied with the webhook or returned by AgencyZoom.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Callpage once in Notis.
- 2Create an automation and describe when a renewal should lead to a call.
- 3Choose a Notis webhook trigger for your renewal-ready signal.
- 4Choose where run reports should go.
- 5Test with one real renewal and verify the call details.
Questions about this workflow
Will it decide which policies are due for renewal?
Only if the webhook or available AgencyZoom data includes the relevant policy status or dates and your instruction defines the criteria.
Can it book a call for a later time?
Yes. The Callpage action can schedule a call at the first available timeslot.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Callpage. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Callpage actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get All Managers
Retrieves the managers assigned to a widget.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Users to Widget
Adds users as widget managers or updates an existing user-widget assignment.
Get All SMS Messages
Retrieves all default and custom SMS messages for a widget.
Create SMS Message
Creates custom SMS messages for widget call events.
Get All Users
Retrieves the users in your account.
Create User
Creates a new admin or manager user in the account.
Get All Widgets
Retrieves the widgets in your account.
Delete Manager
Deletes a manager’s assignment to a widget after both IDs are verified.
Connect any two apps with Notis in the middle.
Agencyzoom and Callpage, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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