Add crypto event context to a policy review
Give the account owner a concise event summary when a policy review involves documented crypto exposure or project interests.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Cryptocurrency Events
Retrieve cryptocurrency events within a date range, with optional filters.
Why this helps
A policy review can require timely context, but crypto project announcements may be tracked separately from client records.
- Use policy review timing to prompt event research.
- Keep findings tied to documented client exposure or project interests.
- Make missing context visible before the account owner follows up.
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 use the webhook's policy review context and documented crypto interests to retrieve and summarize relevant events.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real policy review cue and verify the client context used.
Questions about this workflow
Does an event search determine whether coverage is adequate?
No. It provides event context only. Coverage decisions require the appropriate review by the account owner or qualified professional.
What if the client has no documented crypto exposure?
The workflow should report that there is no documented basis for a targeted event search rather than infer exposure.
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.
List Coins
List available cryptocurrencies and their event counts.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Event Categories
List available event categories.
List Cryptocurrency Events
Retrieve cryptocurrency events within a date range, with optional filters.
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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