See company context around agency feedback
Bring organization-level context into customer feedback reviews where the available records support it.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Companies
Lists companies associated with your account.
Why this helps
Company context may be spread across agency and feedback systems, making account-level review slow.
- Review company records alongside agency context
- Find possible account-level feedback relationships
- Surface missing or uncertain matches
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Canny once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis to list Canny companies and compare them with available Agencyzoom account context, reporting uncertain matches for review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real account and verify any suggested relationship.
Questions about this workflow
Does this change company records?
No. It lists Canny companies for comparison and reporting.
Will it match companies by name automatically?
It may compare available information, but ask Notis to flag ambiguous matches instead of treating them as verified.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Canny. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Canny actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Post Tag
Adds an existing tag to a post.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete User
Deletes a user and their comments and votes.
Change Post Status
Changes a post’s status and can notify voters.
Create Changelog Entry
Creates a changelog entry and can publish it or notify users.
Create Comment
Posts a new comment on a post.
Create or Update User
Creates a user or updates their existing profile.
Create Post
Creates a feature request or feedback post on a board.
Create Tag
Creates a tag for categorizing posts.
Connect any two apps with Notis in the middle.
Agencyzoom and Canny, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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