Reserve preparation time before renewals arrive
Have Notis review upcoming renewal timing on a schedule and create preparation blocks based on the lead time you choose.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Event
Creates an event on a google calendar, needing rfc3339 utc start/end times (end after start) and write access to the calendar. by default, adds the organizer as an attendee unless exclude organizer is set to true.
Why this helps
Renewal preparation often gets squeezed when the due date is visible but the work time is not reserved.
- Reserve preparation time ahead of a renewal.
- Make upcoming policy work visible in the calendar.
- Use a consistent lead time for planning.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Google Calendar once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to review available renewal timing and create preparation blocks using the lead time you specify.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real upcoming renewal and check the timing and event.
Questions about this workflow
Can Notis see every policy renewal date?
It can use renewal dates available in connected AgencyZoom context or supplied to the automation. Do not assume a field is available unless confirmed.
How far ahead should the block be?
Specify the lead time and duration in the instruction so the event reflects your preferred preparation process.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Google Calendar. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Google Calendar actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Insert Calendar into List
Inserts an existing calendar into the user's calendar list.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Update Calendar List Entry
Updates an existing entry on the user\'s calendar list.
Delete Calendar
Deletes a secondary calendar. use calendars.clear for clearing all events on primary calendars.
Update Calendar
Updates metadata for a calendar.
Clear Calendar
Clears a primary calendar. this operation deletes all events associated with the primary calendar of an account.
Create Event
Creates an event on a google calendar, needing rfc3339 utc start/end times (end after start) and write access to the calendar. by default, adds the organizer as an attendee unless exclude organizer is set to true.
Delete event
Deletes a specified event by `event id` from a google calendar (`calendar id`); this action is idempotent and raises a 404 error if the event is not found.
Create a calendar
Creates a new, empty google calendar with the specified title (summary).
Connect any two apps with Notis in the middle.
Agencyzoom and Google Calendar, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Google Calendar.