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Notis

Bring client escalations to the team's attention

Make an important client update easier to notice and act on together.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Send Message

Sends a message to DailyBot users or channels.

Why this helps

A client issue can be recorded in AgencyZoom without reaching the teammates who need to coordinate a response.

  • Put submitted escalation context into a shared Dailybot message.
  • Prompt teammates to coordinate the next response.
  • Keep the alert grounded in the information received.

Setup

Build it in a few focused steps.

  • 1Connect AgencyZoom and Dailybot once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
  • 3In one instruction, ask Notis to summarize the submitted client escalation and notify the Dailybot destination you specify.
  • 4Pick the Notis webhook trigger and choose where run reports go.
  • 5Test with one real escalation update sent to the webhook.

Questions about this workflow

Will Notis detect escalations directly in AgencyZoom?

No AgencyZoom trigger event is listed. The workflow starts when a Notis webhook receives an update.

Can it assign an owner?

The listed Dailybot action sends a message. Include an owner only when that information is provided in the update or your instruction.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agencyzoom to Dailybot. A trigger fires from one place; an action lands in another.

Agencyzoom triggers

Dailybot actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Find User by UUID

Retrieves a DailyBot user's details by UUID.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Check-in

Creates a recurring team check-in from a template, with a schedule, reminders and reporting channels.

ActionInstant

Find Workflow by Name

Finds DailyBot workflows by name.

ActionInstant

Get All Users

Retrieves users in the authenticated DailyBot organization.

ActionInstant

Give Kudos to Users

Gives kudos to one or more DailyBot users.

ActionInstant

Send Message

Sends a message to DailyBot users or channels.

ActionInstant

Connect any two apps with Notis in the middle.

Agencyzoom and Dailybot, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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