Keep renewal reviews grounded in your agency guidance
Set a recurring review that pairs AgencyZoom renewal context with a saved Contentful query, then sends a short list of records and guidance for follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
GraphQL Content API Persisted Query
Executes a persisted GraphQL query.
Why this helps
Renewal reviews can become a scattered mix of client records, reminders and separate reference material, making it easy to miss a useful next step.
- Bring renewal context and reference guidance into one report.
- Reuse a persisted query for repeatable Contentful lookups.
- Make the review easier to scan before deciding on follow-up.
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 review upcoming AgencyZoom renewals and retrieve relevant renewal guidance from Contentful with a persisted query.
- 4Pick notis_cron, choose the review schedule, and select where run reports should go.
- 5Test with one real renewal and confirm the report distinguishes available facts from missing context.
Questions about this workflow
Does this send renewal messages to clients?
No. This workflow creates a report for review. It does not send client messages or update AgencyZoom records.
What does the persisted query do?
It runs a Contentful GraphQL query by its SHA256 hash. On the first call, include the full query text; later calls can use the hash and variables.
Can it decide which renewal needs attention?
It can summarize the AgencyZoom information available to it and compare that context with retrieved guidance. Any missing field or baseline should be identified rather than assumed.
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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