Review AgencyZoom pipeline signals in one dashboard
Give your regular operations review a clear starting point with a Datadog dashboard built around the AgencyZoom signals you can access.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Dashboard
Creates a dashboard for viewing infrastructure, application, or business metrics.
Why this helps
A founder's pipeline review can turn into a scavenger hunt across client records and separate reports.
- Bring available pipeline signals into one Datadog view.
- Make recurring operations reviews easier to start.
- Keep the dashboard aligned with data AgencyZoom actually exposes.
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 review available AgencyZoom pipeline and policy activity and create a Datadog dashboard summarizing those signals.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real data review and inspect the dashboard contents.
Questions about this workflow
Will the dashboard include every pipeline field?
Only signals available from AgencyZoom and supported by the Datadog dashboard action can be included.
Does the automation update an existing dashboard?
This action is described as creating a dashboard. Do not assume it updates or replaces an existing dashboard.
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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