Give renewal conversations a clear place to start
When a renewal needs a separate sales conversation, a webhook can start a Clientary lead using AgencyZoom details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Lead
Creates a new lead record.
Why this helps
Renewal opportunities can be easy to overlook among ongoing policy records and routine agency work.
- Give a selected renewal conversation a distinct lead record.
- Preserve available company and contact information.
- Avoid creating records when identifying details are incomplete.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a Clientary lead for the specified upcoming renewal opportunity using available AgencyZoom company and contact details.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real renewal opportunity.
Questions about this workflow
Will this find every upcoming renewal automatically?
No AgencyZoom trigger events are listed. Send a webhook for the renewal opportunity you want Notis to process.
What if the renewal is already a lead in Clientary?
Tell Notis to check available Clientary records before creating a lead and report a possible duplicate for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Clientary. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Creates a new client record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Creates a new contact for a client.
Create Expense
Creates a new expense record.
Create Lead
Creates a new lead record.
Create Invoice
Creates an invoice, optionally linked to a client.
Create Project
Creates a new project for tracking client work, time, or expenses.
Delete Client
Permanently deletes a client and its related projects, invoices, estimates, and contacts; this cannot be undone.
Create Project Hours
Logs hours worked on a project as a new time entry.
Connect any two apps with Notis in the middle.
Agencyzoom and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Clientary.