Keep at-risk policy renewals from slipping through
Ask Notis to review renewal records in AgencyZoom and open Jira follow-ups for policies that need attention.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Issue
Creates a new jira issue (e.g., bug, task, story) in a specified project.
Why this helps
Renewal follow-ups can get buried while you switch between agency records and project work.
- Creates a clear Jira work item for each renewal that needs attention.
- Keeps relevant policy and client context with the follow-up.
- Reduces the chance that a renewal is overlooked.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Jira once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In plain language, tell Notis to review AgencyZoom renewals and create Jira issues for policies needing follow-up, including the relevant context.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real renewal example.
Questions about this workflow
How does this automation start?
A Notis webhook starts it when an HTTP request is sent to the automation.
Does AgencyZoom provide a built-in renewal event here?
No. This workflow uses a Notis webhook and asks Notis to review AgencyZoom data when triggered.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Jira. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Jira actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Attachment
Uploads and attaches a file to a jira issue.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Comment
Adds a comment using atlassian document format (adf) for rich text to an existing jira issue.
Add Watcher to Issue
Adds a user to an issue's watcher list by account id.
Assign Issue
Assigns a jira issue to a user, default assignee, or unassigns; supports email/name lookup.
Bulk Create Issues
Creates multiple jira issues (up to 50 per call) with full feature support including markdown, assignee resolution, and priority handling.
Create Issue
Creates a new jira issue (e.g., bug, task, story) in a specified project.
Link Issues
Links two jira issues using a specified link type with optional comment.
Create Project
Creates a new jira project with required lead, template, and type configuration.
Connect any two apps with Notis in the middle.
Agencyzoom and Jira, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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