Bring policy status exceptions into view
Make a policy status change easier to notice and review with a concise, contextual Discord message.
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 status change may require a decision or client follow-up, but can be missed among routine record updates.
- Highlight policy updates that warrant a human review.
- Include the status context available in the incoming update.
- Keep operational follow-up visible to the team.
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 which policy status changes to flag and how Notis should explain them in Discord.
- 4Choose the webhook trigger, then select where run reports should go.
- 5Test with one real policy status update.
Questions about this workflow
Can this workflow decide whether coverage is adequate?
No. It can summarize available policy status information and request a human review, but it should not infer coverage details that are not supplied.
What triggers the automation?
An HTTP request to the Notis webhook starts it. Your process must send the relevant policy update to that webhook.
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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