Make quote follow-ups simple to open
When a quote follow-up is ready, create a short link to its supplied destination and keep the next step at hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Upsert a Link
Create a short link or update an existing one.
Why this helps
Prospect follow-up can lose momentum when staff must stop to find and prepare the right destination link.
- Prepare a link for the prospect's next step
- Reduce friction in quote follow-up work
- Keep destinations consistent with the agency's branded domain
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Dub once in the Notis portal.
- 2Create an automation by telling Notis the outcome you want in plain language.
- 3Ask Notis to create a Dub link for the quote destination supplied with each follow-up request.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real quote follow-up request and verify the final destination.
Questions about this workflow
Does this workflow retrieve the quote from AgencyZoom?
No source event or quote retrieval is specified here. Include the intended destination in the webhook request for Notis to shorten.
Can the same short link be updated later?
Dub's upsert action updates an existing link when the domain and key match. Specify those details if you intend to reuse a link.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Dub. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Dub actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Bulk Delete Links
Delete multiple short links.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Bulk Update Links
Apply the same update to multiple short links.
Create Domain
Add a domain to a workspace for shortening links.
Create Tag
Create a tag to organize links.
Delete Domain
Permanently delete a domain from your workspace.
Delete Tag
Remove a tag.
Get Link Info
View details and performance metrics for a short link.
Get Links
View links in the authenticated workspace.
Connect any two apps with Notis in the middle.
Agencyzoom and Dub, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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