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Notis

Review crypto event categories for account research

Keep your research criteria aligned with the event categories available in CoinMarketCal.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Event Categories

List available event categories.

Why this helps

Research instructions can drift out of date when the available event categories change or are forgotten.

  • Retrieve the available categories directly from CoinMarketCal.
  • Relate categories to documented client research needs.
  • Create a clear prompt for updating account review criteria.

Setup

Build it in a few focused steps.

  • 1Connect AgencyZoom and CoinMarketCal once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3In one instruction, ask Notis to list CoinMarketCal categories and summarize their fit for crypto-related account research recorded in AgencyZoom.
  • 4Choose a recurring schedule and select where run reports should go.
  • 5Test with one real account research example and review the category summary.

Questions about this workflow

Does this change AgencyZoom records automatically?

No. The CoinMarketCal action lists categories. The workflow can prepare a summary, but any record updates need to be separately requested and supported.

What if AgencyZoom has no relevant research notes?

The report should state that the account context is missing and avoid assigning categories based on assumptions.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agencyzoom to Coinmarketcal. A trigger fires from one place; an action lands in another.

Agencyzoom triggers

Coinmarketcal actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

List Coins

List available cryptocurrencies and their event counts.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

List Event Categories

List available event categories.

ActionInstant

List Cryptocurrency Events

Retrieve cryptocurrency events within a date range, with optional filters.

ActionInstant

Connect any two apps with Notis in the middle.

Agencyzoom and Coinmarketcal, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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