Put actionable ad insights on the sales task list
A scheduled review can surface the few ad findings that merit an actual sales action.
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
Repeatedly checking ad reports takes attention away from follow-through, and worthwhile actions can slip past.
- Turn useful findings into tasks without rechecking reports manually.
- Skip observations that do not suggest a concrete action.
- Make follow-up easier to see in Agencyzoom.
Setup
Build it in a few focused steps.
- 1Connect Adyntel and Agencyzoom once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to review available Adyntel findings and create a task only for a distinct, actionable sales opportunity.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real report and provide an existing lead or customer identifier if the task should be linked.
Questions about this workflow
Will each scheduled run create a task for every ad?
No. Instruct Notis to create tasks only when a finding supports a distinct, actionable follow-up.
What information is needed to link the task?
Provide a valid lead ID, customer ID, or contact email when you want it associated with an existing record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adyntel to Agencyzoom. A trigger fires from one place; an action lands in another.
Adyntel 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.
Adyntel and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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