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Review the training roster before enrollment deadlines

Keep roster review in one recurring step, so planning does not depend on manually scanning every account.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Users

Lists all users in the account.

Why this helps

Preparing an agency training roster is tedious when you must repeatedly inspect user accounts one by one.

  • Review all ClassMarker users in a scheduled pass.
  • Check the returned roster against criteria provided in your instruction.
  • Surface missing information for follow-up before training begins.

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 roster details to review and provide the AgencyZoom training criteria or expected participant information.
  • 4Choose a recurring schedule and select where run reports should go.
  • 5Test with one real example and confirm the roster review uses only returned user details and supplied criteria.

Questions about this workflow

Does this create or update users?

No. It lists users for review. User creation is a separate ClassMarker action.

Can it tell whether every AgencyZoom client has an account?

Only if you provide the relevant AgencyZoom participant information. The source context does not define a roster-fetch trigger or action.

What if a roster field is missing?

The workflow should report it as missing rather than assume the value.

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.

TriggerScheduled

Create Access List Item

Adds access codes to an access list to grant exam access.

ActionInstant

Webhook trigger

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

TriggerInstant

Create a new question category

Creates a new question category.

ActionInstant

Create Group

Creates a group to organize users.

ActionInstant

Create Question

Creates a question.

ActionInstant

Create ClassMarker User

Creates a new user.

ActionInstant

Delete Access List Item

Removes access codes from an access list.

ActionInstant

Delete API Key

Immediately revokes an API key by deleting it.

ActionInstant

Delete Group

Deletes a group.

ActionInstant

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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