Keep CustomGPT policy guidance aligned with AgencyZoom updates
Bring approved policy details into the chatbot knowledge base when an AgencyZoom update provides the source content.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Source to Project
Adds a source to an agent’s knowledge base; indexing begins immediately.
Why this helps
Policy guidance can be difficult to find when the CRM update and the chatbot's knowledge base live apart.
- Add supplied policy guidance to the chatbot's knowledge base.
- Keep source content connected to the update that prompted the workflow.
- Reduce manual copying of approved guidance into chatbot setup.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and CustomGPT once in Notis.
- 2Create an automation and tell Notis to add only approved policy guidance included in the webhook payload.
- 3Choose the Notis webhook trigger used for AgencyZoom policy updates.
- 4Choose where run reports should go.
- 5Test with one real update that includes the source content and verify it was added.
Questions about this workflow
Can this add policy content if the webhook only says a status changed?
No. The workflow needs usable, approved source content in the payload or another accessible AgencyZoom record.
Does adding a source make its content available immediately?
CustomGPT begins indexing a source after it is added. Check the agent's processing status before relying on new answers.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Customgpt. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Customgpt actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete CustomGPT Project
Permanently deletes a project.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Activate Persona Version
Restores a previous persona version as active and adds a new history entry; requires Custom plan.
Delete CustomGPT Project License
Deletes a license from a project.
Add Source to Project
Adds a source to an agent’s knowledge base; indexing begins immediately.
Get Project License
Retrieves a license for a specific project.
Clone CustomGPT Project
Clones an agent, including its knowledge base, persona, and settings.
Get Project Settings
Retrieves the settings for a project.
Create Conversation
Creates a conversation session for an agent.
Connect any two apps with Notis in the middle.
Agencyzoom and Customgpt, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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