Give overdue client follow-ups a useful nudge
A recurring check can surface open follow-ups and send a short SMS, so the next client step stays visible.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send SMS Messages
Sends one or more SMS messages to recipients.
Why this helps
Open follow-ups can disappear from view when an agency team is handling many client conversations at once.
- Reduce the need to scan open follow-ups manually
- Keep client next steps moving
- Use a recurring routine that is easy to maintain
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: review AgencyZoom for overdue client follow-ups and text each relevant client with a brief next-step reminder.
- 4Choose a recurring Notis schedule and where run reports should go.
- 5Test with one real overdue follow-up and confirm the recipient and text.
Questions about this workflow
Does AgencyZoom provide an overdue event trigger?
No AgencyZoom trigger events are listed for this workflow. The Notis cron schedule starts the check, and the automation reviews available AgencyZoom data.
How often should this run?
Choose a cadence that fits your follow-up process. The schedule starts the review; it does not create AgencyZoom data that is unavailable to the automation.
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.
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Webhook trigger
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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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