Get client service concerns in front of the team
Give the team a clear, shared view of a concern and the next review step as soon as it is raised.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Post message to channel
Why this helps
A client concern can be delayed when the person who sees it first has to find the right teammate and restate the context.
- Share a concise service concern summary with teammates.
- Include a review request and relevant supplied context.
- Reduce time spent forwarding and re-explaining client issues.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Discordbot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe how Notis should summarize a client concern and what response or review to request.
- 4Choose the webhook trigger, then select where run reports should go.
- 5Test with one real service concern update.
Questions about this workflow
Can Notis determine the severity of a concern?
Tell Notis what supplied indicators to use. If the update does not contain enough information, the message should ask for a human assessment.
What information should be sent to the webhook?
Provide the concern and the relevant client context your team is authorized to share in the chosen Discord channel.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Discordbot. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Discordbot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add recipient to group channel
This action is deprecated and unsupported.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add guild member
Adds a user to a guild using an OAuth token with the guilds.join scope.
Assign role to guild member
Assigns a role to a member of a server.
Add reaction to message
Adds an emoji reaction from the bot to a message.
Add thread member
Adds a user to an unarchived thread if they can access its parent channel.
Ban user from guild
Permanently bans a user from a guild, optionally deleting their recent messages.
Bulk ban users from guild
Bans up to 200 guild users, optionally deleting their recent messages; BAN_MEMBERS is required.
Bulk Delete Messages
Deletes 2–100 messages under 14 days old from a channel; requires message-management permission.
Connect any two apps with Notis in the middle.
Agencyzoom and Discordbot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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