Save useful sales follow-up resources for your newsletter
Keep a useful article or resource from a sales follow-up available for your next issue.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Collected Link
Adds a link to a publication’s collection.
Why this helps
Useful links shared during follow-ups are easy to lose among sales notes and client activity.
- Save a specific URL included with a sales follow-up.
- Add context from the supplied note to help editors assess relevance.
- Keep the resource in a collection instead of relying on someone to find it later.
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Curated once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create one from any channel.
- 3In one instruction, ask Notis to create a Curated collected link from the supplied URL and follow-up context, using the publication id you provide.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real follow-up containing a relevant URL and verify the collected link.
Questions about this workflow
Will Notis invent a link if the follow-up has no URL?
No. Include the URL in the webhook request; the workflow should report when no usable URL is provided.
Can this workflow send the resource to a prospect?
No. The Curated action adds a link to a publication collection.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Curated. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Curated actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Draft Issue
Creates a draft issue for a publication.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Collected Link
Adds a link to a publication’s collection.
List Email Subscribers
Lists a publication’s email subscribers.
List Publications
Lists the publications available to your account.
List Categories
Lists the categories for a publication.
List Issues
Lists a publication’s issues, with optional email performance statistics.
Connect any two apps with Notis in the middle.
Agencyzoom and Curated, 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 Curated.