Answer policy questions with the right agency resource
Give Notis a policy question or client context. It can search your Contentful library for relevant guidance and return the best match for your team to review.
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
Finding approved guidance means switching between client records and a separate content library, often while a client is waiting.
- Find relevant guidance without manually searching the content library.
- Keep the answer grounded in content already stored in Contentful.
- Get a concise result in your chosen report channel.
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 use the AgencyZoom policy context to search Contentful for relevant guidance and summarize the best match.
- 4Pick notis_webhook as the trigger and choose where run reports should go.
- 5Test with one real policy question and review the matched Contentful entry.
Questions about this workflow
Does this workflow publish or change Contentful content?
No. The available GraphQL query action retrieves Contentful content; it does not publish or edit entries.
What starts the automation?
An HTTP request to its Notis webhook starts it. Your instruction should say what AgencyZoom context Notis should use.
What if Contentful has no relevant guidance?
Ask Notis to report that no clear match was found rather than inventing policy guidance.
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.