Prepare sales follow-ups with approved content at hand
Before drafting a sales follow-up, have Notis retrieve relevant product or agency information from Contentful and summarize it alongside the AgencyZoom 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
Sales follow-ups take longer when staff have to reconstruct the prospect context and hunt for the right approved content in separate systems.
- Reduce time spent searching for relevant product or agency information.
- Give the team a review note grounded in AgencyZoom and Contentful data.
- Keep client-facing language subject to human review.
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 sales context to find relevant Contentful information and prepare a concise follow-up brief for review.
- 4Pick notis_webhook as the trigger and choose where run reports should go.
- 5Test with one real prospect and check that the brief does not claim details missing from either source.
Questions about this workflow
Will this automatically send a prospect email?
No. The available target actions retrieve Contentful data. This workflow prepares a report for a person to review.
What content can it find?
It can search using the GraphQL query and content structure available in your Contentful space. Specify which kinds of approved product or agency information matter in your prompt.
Can it write a follow-up from scratch?
You can ask for a draft in the run report, but a person should review it against the retrieved facts before sending.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Contentful graphql.