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Notis

Turn important policy updates into conversations

Send a webhook for the policy updates that need a human conversation, then let Notis arrange the callback through Callpage.

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

A status update may need follow-up, but recognizing it and arranging contact takes extra attention.

  • Responds to selected status changes with a callback workflow.
  • Lets your instruction define which updates require a call.
  • Reduces repeated checking across CRM and callback tools.

Setup

Build it in a few focused steps.

  • 1Connect AgencyZoom and Callpage once in Notis.
  • 2Create an automation and describe which policy status changes need a call.
  • 3Choose a Notis webhook trigger and send it for the relevant updates.
  • 4Choose where run reports should go.
  • 5Test with one real status change and confirm the callback.

Questions about this workflow

Can it react to every AgencyZoom status change automatically?

AgencyZoom trigger events are not listed here. Your process needs to send a webhook when a relevant status change occurs.

What if the status does not explain why to call?

Include the reason or other needed context in the webhook or make sure it is available from AgencyZoom.

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.

TriggerScheduled

Get All Managers

Retrieves the managers assigned to a widget.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Users to Widget

Adds users as widget managers or updates an existing user-widget assignment.

ActionInstant

Get All SMS Messages

Retrieves all default and custom SMS messages for a widget.

ActionInstant

Create SMS Message

Creates custom SMS messages for widget call events.

ActionInstant

Get All Users

Retrieves the users in your account.

ActionInstant

Create User

Creates a new admin or manager user in the account.

ActionInstant

Get All Widgets

Retrieves the widgets in your account.

ActionInstant

Delete Manager

Deletes a manager’s assignment to a widget after both IDs are verified.

ActionInstant

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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