Give client service wins a moment of recognition
Make helpful work visible by turning supported AgencyZoom activity into a specific Dailybot kudos.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Give Kudos to Users
Gives kudos to one or more DailyBot users.
Why this helps
Good client service often goes unnoticed when teams are busy moving from one follow-up to the next.
- Use a regular review to spot supported examples of helpful client service.
- Recognize a named contributor when the available data identifies one.
- Make recognition specific to the work described.
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 review available AgencyZoom activity for a specific client service contribution and give kudos only when a contributor is identified.
- 4Pick a recurring Notis schedule and choose where run reports go.
- 5Test with one real activity record and verify the contributor information is available.
Questions about this workflow
Will this award kudos based on a guessed employee name?
No. The instruction should require a contributor supported by the available AgencyZoom data, and skip kudos when no one is identified.
Can I choose what counts as a service win?
Yes. State the criteria in your instruction. Notis can only evaluate information made available from AgencyZoom.
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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