Start a focused check-in for a renewal push
When a renewal push begins, create a Dailybot check-in that keeps the team's updates together.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Check-in
Creates a recurring team check-in from a template, with a schedule, reminders and reporting channels.
Why this helps
A time-bound renewal effort can scatter team updates across channels and leave progress hard to see.
- Create a Dailybot check-in when the webhook receives the relevant update.
- Use a template to give the team a shared update structure.
- Keep the check-in tied to the campaign or renewal context provided.
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 create a Dailybot check-in from the template you name when the submitted AgencyZoom update calls for a renewal push.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test with one real update and confirm the named template and schedule details are available.
Questions about this workflow
Does this create a recurring check-in automatically?
The Dailybot action creates a check-in based on a template. Specify the intended schedule and reminders in your instruction where supported by the action.
Does AgencyZoom provide the trigger?
No native AgencyZoom trigger is listed. An update must start the Notis webhook.
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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