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Get teammate details for a smoother handoff

Resolve a provided Dailybot user UUID into teammate details while an AgencyZoom handoff is in motion.

Trigger

Webhook received

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

Action

Find User by UUID

Retrieves a DailyBot user's details by UUID.

Why this helps

A handoff can stall when a teammate reference needs to be resolved before the next person can act.

  • Retrieve profile details for a specific Dailybot user UUID supplied in the update.
  • Give the handoff summary more context from the returned profile.
  • Avoid manual switching to look up a teammate.

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 look up the Dailybot user UUID included in the AgencyZoom handoff update and summarize the returned profile details.
  • 4Pick the Notis webhook trigger and choose where run reports go.
  • 5Test with one real update containing a valid Dailybot user UUID.

Questions about this workflow

Can the UUID be inferred from a name in AgencyZoom?

The action requires a user UUID. Provide it in the update or instruction; do not rely on a name-to-UUID match unless a supported lookup is available.

What profile details are returned?

The action description lists details such as name, username, occupation, chat platform data, and organization details, subject to what Dailybot returns.

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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