Give AgencyZoom client concerns a clear next step
Turn a service concern into work the team can track and resolve.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Creates a new task in DART.
Why this helps
Important client concerns can get lost between a conversation and the team's task queue.
- Record the concern as actionable work.
- Carry over the facts supplied with the request.
- Make the response or investigation step explicit.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Dart once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the outcome: create a Dart task for a supplied client concern, preserving known facts and identifying the next response step.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real service concern.
Questions about this workflow
Can this decide whether a concern is an escalation?
Give the automation clear criteria and provide the relevant concern details. It should avoid creating a task if the information does not support the criteria.
Will it send a client response?
No. This workflow creates a Dart task; it does not send messages to clients.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Dart. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Dart actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Task Comment
Adds a comment to a DART task.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Task Attachment From URL
Downloads a file from a URL and attaches it to a task asynchronously.
Add Task Time Tracking
Records time spent on a DART task.
Create Doc
Creates a new document in Dart.
Create Task
Creates a new task in DART.
Delete Doc
Moves a Dart document to the recoverable trash.
Delete Task
Moves a Dart task to the recoverable trash.
Get User Space Configuration
Retrieves workspace configuration, including available boards and statuses.
Connect any two apps with Notis in the middle.
Agencyzoom and Dart, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dart.