Prepare renewal follow-up without a spreadsheet
Keep renewal outreach organized by sending eligible contacts from an AgencyZoom webhook to the Doppler list your team already uses.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Subscriber
Add a subscriber to a list.
Why this helps
Renewal reminders can slip when policy dates and marketing lists live in separate tools.
- Create a focused renewal audience using an existing list.
- Reduce manual checking of upcoming policy dates.
- Keep the handoff tied to contacts with marketing permission.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Doppler to Notis once in the portal.
- 2Create a new automation in Automations and name it for renewal follow-up.
- 3Tell Notis to add a contact to the existing Doppler renewal list when an incoming AgencyZoom webhook identifies an upcoming renewal and the contact has consent.
- 4Pick the webhook trigger and a channel for run reports.
- 5Test with one real renewal example and verify the list membership.
Questions about this workflow
Does this create a renewal campaign?
No. It adds the subscriber to a specified existing list. The listed Doppler action does not send a campaign.
What if the webhook does not include a renewal date?
Notis cannot determine renewal timing from missing data. Include the needed renewal signal or date in the incoming request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Doppler marketing automation. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Doppler marketing automation actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Subscriber
Add a subscriber to a list.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create List
Create a subscriber list for an account.
Check Subscriber Exists
Checks whether a subscriber exists in an account.
Delete List
Permanently delete a subscriber list.
Create Account Subscriber
Creates or associates a subscriber with an account, optionally adding them to lists.
Get Campaigns
Retrieve all campaigns associated with an account.
Unsubscribe Subscriber
Unsubscribes a subscriber; if absent, adds them to the account as unsubscribed.
Get List
Retrieve details of a subscriber list.
Connect any two apps with Notis in the middle.
Agencyzoom and Doppler marketing automation, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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