Email a concise AgencyZoom performance snapshot
Get a clear review of agency performance in your inbox without rebuilding the same summary each week.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send Email
Sends an email via gmail api using the authenticated user's google profile display name, requiring `is html=true` if the body contains html and valid `s3key`, `mimetype`, `name` for any attachment.
Why this helps
Performance review can turn into a manual hunt through CRM data before you can decide what deserves attention.
- Bring a concise performance review into your inbox on a schedule.
- Call out trends supported by the data available for the review.
- Make it easier to spot questions that need follow-up.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Gmail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis which available AgencyZoom performance information to summarize and to email a concise snapshot with any data gaps stated clearly.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real reporting period and review the summary for accuracy.
Questions about this workflow
Can the snapshot compare results with a target?
Only if the target is available to Notis or you provide it in your instruction. Otherwise, the summary should report the available results without implying a target or baseline.
What does the email include?
It summarizes the AgencyZoom performance information available for the scheduled review and can highlight questions or changes for follow-up based on your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Gmail. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Gmail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Modify email labels
Adds and/or removes specified gmail labels for a message; ensure `message id` and all `label ids` are valid (use 'listlabels' for custom label ids).
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create email draft
Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.
Create label
Creates a new label with a unique name in the specified user's gmail account.
Delete Draft
Permanently deletes a specific gmail draft using its id; ensure the draft exists and the user has necessary permissions for the given `user id`.
Delete message
Permanently deletes a specific email message by its id from a gmail mailbox; for `user id`, use 'me' for the authenticated user or an email address to which the authenticated user has delegated access.
Fetch emails
Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.
Fetch message by message ID
Fetches a specific email message by its id, provided the `message id` exists and is accessible to the authenticated `user id`.
Fetch Message by Thread ID
Retrieves messages from a gmail thread using its `thread id`, where the thread must be accessible by the specified `user id`.
Connect any two apps with Notis in the middle.
Agencyzoom and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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