See which AgencyZoom prospects may need another touch
Start the day with a short, useful list of prospects to review instead of hunting through records one by one.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Post message to channel
Why this helps
Prospects can slip past the team's attention when nobody has time to scan the pipeline for gaps.
- Review prospects in one scheduled Discord post.
- Ask Notis to surface records with follow-up gaps using available activity data.
- Make the next sales action easier to assign.
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 review prospect data and summarize records needing attention.
- 4Choose a recurring schedule, then select where run reports should go.
- 5Test with one real prospect review.
Questions about this workflow
Does this require AgencyZoom to send an event?
No. The recurring Notis schedule starts the automation, which can review available AgencyZoom data.
Can Notis determine how long a prospect has been stale?
Only if AgencyZoom returns suitable activity history or you provide that threshold and data. Ask Notis to state when the available information is insufficient.
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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