Turn AgencyZoom renewal details into a ready-to-use Cody review
Send renewal context to Cody and get a focused place to review the account, policy status, and follow-up needs.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Conversation
Starts a new conversation with a bot.
Why this helps
Renewals get harder to prepare when policy details and client history are scattered across records and conversations.
- Gather the supplied account and policy context in one conversation.
- Prepare renewal questions and follow-ups with less manual context switching.
- Keep the review focused on the client and policy details in the webhook payload.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Cody once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for renewal reviews.
- 3Tell Notis to use incoming AgencyZoom renewal details to start a Cody conversation and summarize review questions and follow-ups.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real renewal example.
Questions about this workflow
What starts this workflow?
An HTTP request to its Notis webhook starts the automation. AgencyZoom does not provide a listed trigger event here.
What should the webhook include?
Include the account and renewal details you want Cody to consider, such as client context, policy status, and relevant dates.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Cody. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Cody actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Conversation
Starts a new conversation with a bot.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a text-based document in the knowledge base.
Create Document From File
Creates a knowledge base document from an uploaded file.
Create Document from Webpage
Creates a knowledge base document from a public webpage.
Create Folder
Creates a folder to organize documents or conversations.
Delete Conversation
Permanently deletes a conversation.
Delete Document
Deletes a document.
Get Conversation
Retrieves a conversation and its details.
Connect any two apps with Notis in the middle.
Agencyzoom and Cody, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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