Make sales handoffs easier to follow
Capture a concise event when a sales handoff is reported, so the next person can see the transition in Datadog without chasing updates.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create event
Creates an event to record an important occurrence, such as a deployment or outage.
Why this helps
Handoffs can lose context when they rely on messages or memory across a busy team.
- Record handoffs in a searchable event timeline.
- Keep handoff context visible across the team.
- Reduce repeated status requests.
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 create a Datadog event summarizing each sales handoff reported by the webhook.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real handoff and confirm the event details.
Questions about this workflow
How does the workflow know a handoff happened?
The incoming webhook request must contain a handoff signal or relevant details from AgencyZoom.
Can it assign the handoff to a specific Datadog user?
This workflow creates an event. User assignment is not described by the selected Datadog action.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Datadog.