Find recycled leads ready for another follow-up
Use recent campaign activity and AgencyZoom recycle history to surface leads that may deserve another conversation.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get a list of recycle events
Lists available recycle events and X-Date details for a lead.
Why this helps
Recycled leads are easy to overlook when their history and campaign activity need separate checks.
- Bring recycle history into a recurring review
- Use campaign activity as additional context where available
- Create a visible next step for leads that meet your rule
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and AgencyZoom once in the Notis portal.
- 2Create a scheduled automation for recycled lead review.
- 3Tell Notis to review AgencyZoom recycle history and available ActiveTrail activity, then create a task for leads matching your stated criteria.
- 4Choose the schedule and report destination.
- 5Test with one real recycled lead and review the resulting task.
Questions about this workflow
Does the recycle history action return leads automatically?
It retrieves recycle history for a specified existing lead. Supply or identify the leads to review using available data.
What if campaign engagement history is unavailable?
Notis can only use data the connected apps return. The automation should report missing campaign data and avoid treating it as evidence of engagement.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Agencyzoom. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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