Get the context you need before a sales follow-up
Start with an AgencyZoom follow-up request and get a focused search of related Elasticsearch records.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Query Index
Searches an Elasticsearch index for documents.
Why this helps
Sales follow-ups take longer when relevant client history and documents are scattered across systems.
- Gather related documents before replying or calling.
- Reduce manual searching across client records.
- Keep the follow-up request and its supporting context together.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Elasticsearch once in the Notis portal.
- 2Create an automation and describe the brief you want Notis to prepare.
- 3Choose a Notis webhook trigger for the incoming follow-up request.
- 4Choose where run reports should go, then test with one real example.
Questions about this workflow
Does this send the follow-up to the client?
No. This workflow searches Elasticsearch and prepares context. It does not send a message.
What should the webhook include?
Include enough information to identify the AgencyZoom follow-up and the client or topic to search for. The exact payload depends on your webhook setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Elasticsearch. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Elasticsearch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Index Schema
View the structure and field mappings of an index.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Indices
Lists available Elasticsearch indices.
Query Index
Searches an Elasticsearch index for documents.
Ping Cluster
Pings the cluster to check its connectivity and health.
Connect any two apps with Notis in the middle.
Agencyzoom and Elasticsearch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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