Grant policyholders exam access from AgencyZoom
Turn a policyholder update into a clear next step for training or certification, without switching between systems.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Access List Item
Adds access codes to an access list to grant exam access.
Why this helps
When exam access depends on a client or policy update, the follow-up can get lost between agency records and training tools.
- Reduce manual handoffs between policy records and exam access.
- Use a webhook request to start the workflow when an update needs action.
- Keep the access-list change tied to an explicit request.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and ClassMarker once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe which approved policyholder update should add access codes to an existing ClassMarker access list; include the valid access list ID and codes in the request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real example, confirming the access list and codes before relying on it.
Questions about this workflow
Does AgencyZoom provide a trigger event for this workflow?
No. Start it with a Notis webhook, which receives an HTTP request.
What must the request include?
Provide the approved access-list ID and the access codes to add, along with enough AgencyZoom context to identify the intended policyholder.
Can it create an access list?
No. This action adds codes to an existing access list, so the list ID must already be valid.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Classmarker. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Classmarker actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Access List Item
Adds access codes to an access list to grant exam access.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create a new question category
Creates a new question category.
Create Group
Creates a group to organize users.
Create Question
Creates a question.
Create ClassMarker User
Creates a new user.
Delete Access List Item
Removes access codes from an access list.
Delete API Key
Immediately revokes an API key by deleting it.
Delete Group
Deletes a group.
Connect any two apps with Notis in the middle.
Agencyzoom and Classmarker, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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