Make agency performance reports easier to interpret
Ask a performance question, and have Notis retrieve relevant Contentful definitions or guidance to explain the AgencyZoom results in context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
GraphQL Content API Query
Why this helps
Performance numbers can be hard to interpret when metric definitions and agency guidance are stored away from the CRM data.
- Pair performance data with definitions stored in Contentful.
- Get an on-demand summary shaped around a specific question.
- Identify missing definitions or comparison baselines clearly.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Contentful graphql once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, ask Notis to answer the submitted AgencyZoom performance question and search Contentful for relevant metric definitions or guidance.
- 4Pick notis_webhook as the trigger and choose where run reports should go.
- 5Test with one real performance question and check that any unavailable baseline is called out.
Questions about this workflow
Can it calculate a trend or benchmark?
It can analyze the data returned by AgencyZoom. A historical baseline or benchmark must be present in the connected data or supplied by you.
Does the workflow change Contentful?
No. Its Contentful action runs a GraphQL query to retrieve data.
Can I ask different performance questions?
Yes. The webhook can start the automation for a question, and your prompt can tell Notis how to use the incoming request and AgencyZoom context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Contentful graphql. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Contentful graphql actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get CMA Token
Retrieves an access token for content management.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
GraphQL Content API Persisted Query
Executes a persisted GraphQL query.
Connect any two apps with Notis in the middle.
Agencyzoom and Contentful graphql, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Contentful graphql.