Prepare renewal conversations with relevant crypto events
Bring a short, evidence-based event summary into renewal preparation for accounts with documented crypto interests.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Cryptocurrency Events
Retrieve cryptocurrency events within a date range, with optional filters.
Why this helps
Renewal preparation can miss timely project developments when client context and event research are reviewed separately.
- Focus research on accounts whose renewal timing is available.
- Surface upcoming events related to documented client interests.
- Keep the report useful by identifying missing dates or interests.
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 identify accounts approaching renewal from accessible AgencyZoom data and summarize relevant upcoming CoinMarketCal events for documented crypto interests.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real account that has renewal timing and crypto context recorded.
Questions about this workflow
Can it find renewal dates automatically?
Only if renewal timing is present in AgencyZoom data available to Notis. If not, provide the date or account list in the instruction.
Does the workflow recommend policy changes?
No. It prepares event context for the renewal conversation and does not make coverage recommendations.
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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