Turn scheduled customer checks into next steps
Let routine browser checks surface follow-up tasks where your team already manages its work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create task post endpoint
Creates a task.
Why this helps
Recurring customer checks create more follow-up to remember, especially when findings arrive outside the task system.
- Turn recurring checks into visible follow-up tasks.
- Link tasks using valid customer or lead identifiers when available.
- Keep routine follow-up from relying on memory alone.
Setup
Build it in a few focused steps.
- 1Connect Airtop and AgencyZoom once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the scheduled Airtop check and ask Notis to create an AgencyZoom task when the findings meet your stated follow-up criteria, supplying valid record references when available.
- 4Choose the cron schedule and select where run reports should go.
- 5Test with one real customer check and verify any created task.
Questions about this workflow
Will a task be created for every check?
Your instruction should define which findings warrant a task. Notis can only apply criteria that you describe or that the source data supports.
What details are needed to link a task?
Use a valid customer ID, lead ID, or contact email. A supplied assignee ID must also be valid.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Agencyzoom. A trigger fires from one place; an action lands in another.
Airtop 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.
Airtop and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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