Keep AgencyZoom renewal follow-ups from slipping
When a renewal needs attention, put the next step where your team already checks in.
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
Renewal details live in the agency system while follow-ups get lost across chats, inboxes, and task lists.
- Bring renewal context into a Dailybot message when an AgencyZoom update is sent to the webhook.
- Give the team a clear prompt to review and follow up.
- Reduce manual copying between systems.
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 renewal update received from AgencyZoom and send a Dailybot reminder with the available client and policy context.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test with one real renewal update sent to the webhook.
Questions about this workflow
Does AgencyZoom provide a native trigger for this workflow?
No AgencyZoom trigger event is listed here. Start the automation with a Notis webhook and have an AgencyZoom integration or process send the relevant update to it.
Can the reminder include fields not present in the update?
Notis can use the information returned in the update. Supply any missing client, policy, or follow-up details in the instruction or the webhook payload.
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.
Find User by UUID
Retrieves a DailyBot user's details by UUID.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Check-in
Creates a recurring team check-in from a template, with a schedule, reminders and reporting channels.
Find Workflow by Name
Finds DailyBot workflows by name.
Get All Users
Retrieves users in the authenticated DailyBot organization.
Give Kudos to Users
Gives kudos to one or more DailyBot users.
Send Message
Sends a message to DailyBot users or channels.
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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