Give your pipeline review useful guidance in one digest
A recurring digest can bring AgencyZoom pipeline context together with the relevant sales guidance your team has stored in Contentful.
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
Pipeline reviews often require a separate search for relevant guidance, adding friction to an already crowded founder calendar.
- Get a concise pipeline snapshot in the report channel you choose.
- Retrieve relevant stored guidance as part of the review.
- Keep decisions and follow-up with the team instead of adding more manual lookups.
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 summarize the chosen AgencyZoom pipeline context and retrieve relevant sales guidance from Contentful using a persisted query.
- 4Pick notis_cron, choose the digest schedule, and select where run reports should go.
- 5Test with one real pipeline example and confirm the report reflects only accessible data.
Questions about this workflow
Will this update the pipeline or assign follow-ups?
No. The available actions support retrieving Contentful data, and the workflow reports findings for the team to act on.
Can it identify a stalled opportunity?
It can summarize indicators present in AgencyZoom when your prompt defines what to look for. Do not rely on unstored history or criteria.
Why use a persisted query?
It lets the workflow rerun a registered GraphQL query by hash and variables after the initial call includes the full query text.
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.