Know who can access your DocsBot support team
Get a simple recurring view of team members and roles supporting your AgencyZoom workflows.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Team Members
Lists team members and their roles.
Why this helps
When team responsibilities change, access lists are easy to forget, leaving operators without a clear view of who has which role.
- Make team membership and roles easier to review.
- Help connect bot access to agency operations responsibilities.
- Keep an access review on a regular cadence.
Setup
Build it in a few focused steps.
- 1Connect DocsBot and AgencyZoom in Notis once.
- 2Create an automation and instruct Notis to list team members and summarize roles for the specified team.
- 3Choose a recurring Notis cron schedule.
- 4Choose where run reports should go and test with one real team-member list.
- 5Provide the DocsBot team identifier and the agency role context useful for review.
Questions about this workflow
Does this change access or remove members?
No. It lists team members and roles for review; changing team settings requires a separate action.
Can it verify whether each member still works at the agency?
No. That employment context is not provided by this action. Supply an authoritative roster if you want a comparison.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Docsbot ai. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Docsbot ai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Bot
Creates a bot within a team.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Capture Conversation Lead
Saves lead information in conversation metadata, whether or not the conversation exists.
Delete Bot
Permanently deletes a bot; this action cannot be undone.
Generate Conversation Ticket
Turns a Chat Agent conversation into a structured support ticket.
Create Bot Source
Creates a source for a bot’s knowledge base.
Get Bot Details
Retrieves details about a bot in a team.
Create Webhook
Creates a bot webhook subscription; its target must be publicly accessible and support HTTPS.
Get Team Details
Retrieves details about a team, including its members and settings.
Connect any two apps with Notis in the middle.
Agencyzoom and Docsbot ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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