Record customer changes for the next conversation
Give customer facing teams useful public context before their next service or renewal conversation.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a customer note
Adds a note to an existing customer’s profile.
Why this helps
A change on a customer's public site can matter to the agency but remain buried outside the profile.
- Keep meaningful public changes with the customer record.
- Create a note only when a supplied baseline or criteria indicates a relevant update.
- Make the reason for the note clear to the next person who opens the profile.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and AgencyZoom once in the Notis portal.
- 2Create an automation and describe what customer website changes merit a profile note.
- 3Choose a Notis cron trigger and set the recurring schedule.
- 4Choose a report channel, provide websites, customer ids, and any needed baseline, then test with one real example.
Questions about this workflow
How does it know whether a change is new?
Supply a prior snapshot or baseline for comparison. Without one, the automation can summarize current information but cannot reliably identify a change.
Can the action edit the customer's existing notes?
No. It adds a new note to the existing customer profile.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Agencyzoom. A trigger fires from one place; an action lands in another.
Agentql triggers
Agencyzoom actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Authenticate for JWT via V4 SSO
Completes sign-in by exchanging an authorization code for an access token.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Batch create contacts
Creates up to five contacts at once.
Batch create leads
Creates up to five leads at once.
Batch delete tasks
Permanently deletes multiple tasks.
Change lead status
Changes a lead’s lifecycle status.
Mark task as completed
Marks an existing task as completed.
Create a customer note
Adds a note to an existing customer’s profile.
Create a driver for an opportunity
Creates a driver record for an existing opportunity.
Connect any two apps with Notis in the middle.
Agentql and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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