Share helpful insurance updates by SMS
Turn a defined client outreach moment into one clear SMS campaign, with the message and recipient list checked before sending.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create and Send SMS Campaign
Creates and sends an SMS campaign to a contact list.
Why this helps
Building and launching client education campaigns can take several disconnected steps and invites mistakes in audience selection.
- Reduce campaign setup overhead
- Deliver timely client information
- Make audience and message review part of the workflow
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and ClickSend in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3Describe the outcome: when AgencyZoom sends a campaign-ready signal, prepare and send the approved client education SMS campaign to the intended ClickSend list.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one real campaign example, check recipients and message, and ensure marketing texts include an opt-out mechanism.
Questions about this workflow
Does a webhook automatically provide the contact list?
Only if the request supplies it or the workflow can access it from connected app data. Confirm that the intended list is available during the real example test.
What should a marketing SMS include?
The listed ClickSend action requires marketing messages to include an opt-out mechanism. Include that in the approved message and verify it before sending.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to ClickSend. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
ClickSend actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Account Usage by Subaccount
Retrieves monthly account usage statistics grouped by subaccount.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Send Account Activation Token
Sends an account activation token for verification.
Verify New Account
Verify a new account with its activation token.
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Estimates the cost of sending physical letters without sending them.
Calculate SMS Campaign Price
Estimates the cost of an SMS campaign before sending.
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Creates a rule that triggers an action when a fax is delivered.
Connect any two apps with Notis in the middle.
Agencyzoom and ClickSend, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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