Make policy exceptions visible for review
Set a recurring check for policy statuses that need attention, then have Notis create a Clientary review task.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Why this helps
Policy records that need attention can be buried among routine status updates.
- Create a regular review for policy conditions you specify.
- Keep the exception visible as actionable work.
- Avoid treating any particular status as an exception without your rule.
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 which AgencyZoom policy statuses or conditions count as exceptions and to create a Clientary review task for eligible records.
- 4Pick a Notis recurring schedule and choose where run reports should go.
- 5Test with one exception and one ordinary policy record.
Questions about this workflow
Which statuses should count as exceptions?
Specify the statuses or conditions that matter to your process and make sure AgencyZoom exposes them.
Will this change policy information?
No. It creates a Clientary task for a person to review the matching record.
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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