Move policy follow-up contacts in batches
Let Notis gather the policy follow-up contacts you define, check consent, and import a prepared batch into Doppler.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Import Subscribers
Import multiple subscribers into a list, adding or updating their records.
Why this helps
Manual list updates take time and make recurring policy follow-up harder to keep consistent.
- Reduce repetitive copying for recurring follow-up.
- Review a prepared batch instead of handling contacts one by one.
- Keep policy status and consent conditions explicit.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Doppler to Notis once in the portal.
- 2Create an automation in Automations, New Automation, and name it for the batch review.
- 3In one instruction, tell Notis which policy statuses and time window to include, require consent, and import eligible contacts to the specified Doppler list.
- 4Choose a recurring schedule, then select where run reports should go.
- 5Test with one real batch and check import results before relying on the schedule.
Questions about this workflow
Can Notis infer which policy statuses need outreach?
No. Specify the statuses and date window in the instruction, using data AgencyZoom can provide.
Does the import action provide a result to review?
The workflow uses Doppler's bulk subscriber import action. Check the run report and import outcome, and handle any errors surfaced by the service.
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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