Start renewal preparation before the deadline
Have Notis check for renewals within your chosen planning window and create a task to prepare the next step.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Why this helps
Renewal preparation gets rushed when upcoming dates are not reviewed until they are close.
- Establish a repeatable renewal preparation checkpoint.
- Create a visible task in Clientary for eligible records.
- Use a planning window that reflects your agency's process.
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 find policies renewing within your specified planning window and create a Clientary preparation task with the available client context.
- 4Pick a Notis recurring schedule and choose where run reports should go.
- 5Test with one real upcoming renewal.
Questions about this workflow
What planning window should I use?
Set a window that matches your process and include it in the instruction. The workflow does not assume a standard renewal lead time.
Will it create a separate task for every matching policy?
Describe whether you want a task per policy or a grouped review task, and ask Notis to report what it created.
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
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