Prepare renewal review emails from AgencyZoom
Start renewal conversations with a draft ready to review, based on the policy status information available to Notis.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Renewal outreach is easy to postpone when policy dates and email follow-ups live in different places.
- Create a regular point to review upcoming renewal work.
- Keep proposed renewal messages as drafts for review before sending.
- Reduce the effort of starting each renewal conversation from scratch.
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 to review the available policy status and renewal information, then create a Gmail draft for each renewal that meets your instruction.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real policy example and review the draft.
Questions about this workflow
Does this send renewal emails automatically?
No. This workflow creates Gmail drafts so you can review and send them yourself.
Can it find policies due in a particular period?
In your instruction, describe the period you want reviewed. The result depends on the policy dates and status information AgencyZoom makes available to Notis.
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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