Keep campaign context with the Agencyzoom lead
Give the next person a concise account of what the campaign response said and why it matters.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a lead note
Adds a note to an existing lead.
Why this helps
Sales conversations lose momentum when campaign context lives outside the lead record.
- Add a supplied summary to an existing lead's notes.
- Keep response context alongside the lead record.
- Make the next follow-up easier to pick up.
Setup
Build it in a few focused steps.
- 1Connect Activecampaign and Agencyzoom once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to add the campaign summary and relevant response details from each request as a note on the specified Agencyzoom lead.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real response and a valid existing lead ID.
Questions about this workflow
Can this find the lead from an email address?
The listed action requires a lead ID. Include the valid lead ID in the request.
Can it edit an existing note?
No. The action adds a new note; it cannot edit or retrieve existing notes.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Agencyzoom. A trigger fires from one place; an action lands in another.
Active campaign 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.
Active campaign and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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