See follow-up activity trends without exporting records
Get a compact view of follow-up volume and timing, with Datadog log aggregates instead of a manual spreadsheet.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Aggregate logs
Aggregates logs into counts, statistics, groupings or trends without downloading raw events.
Why this helps
Sales follow-up volume can be difficult to track consistently when it is spread across client records and manual reports.
- Review follow-up volume trends in Datadog.
- Avoid downloading or copying raw log events for simple summaries.
- Spot periods where follow-up activity may need attention.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Datadog once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to summarize available AgencyZoom follow-up activity and aggregate the resulting counts or trends in Datadog.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real reporting interval and review the aggregate.
Questions about this workflow
Does this copy client records into Datadog?
The instruction should request aggregate counts and trends only, not raw client records or unnecessary personal details.
Can it measure whether a follow-up was successful?
Only if AgencyZoom makes an outcome or status available. Otherwise the automation can summarize activity, not infer success.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Datadog. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Datadog actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Dashboard
Creates a dashboard for viewing infrastructure, application, or business metrics.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Aggregate logs
Aggregates logs into counts, statistics, groupings or trends without downloading raw events.
Create downtime
Creates downtime to silence alerts during maintenance or planned outages.
Create event
Creates an event to record an important occurrence, such as a deployment or outage.
Create monitor
Creates a monitor to track data and trigger alerts.
Create On-Call escalation policy
Creates an on-call escalation policy.
Create SLO
Creates a service level objective to track service reliability targets.
Create Synthetic API Test
Creates a synthetic API test to monitor API availability and performance from multiple locations.
Connect any two apps with Notis in the middle.
Agencyzoom and Datadog, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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