Use campaign signals to review lead status
Give Notis the campaign evidence and lead context, then let it make a supported status update.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Change lead status
Changes a lead’s lifecycle status.
Why this helps
Lifecycle status can lag behind new market context when teams must notice and process every signal manually.
- Bring campaign evidence into a lead status review.
- Avoid changing a status when the evidence is inconclusive.
- Keep the requested lifecycle update tied to the supplied lead.
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 the supplied campaign evidence and update a specified lead's status only when the evidence supports the requested outcome.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real report, an existing lead ID, and an explicitly supported status outcome.
Questions about this workflow
Does this workflow decide a lead's status from ad data alone?
It should not. Provide the lead context and decision criteria; campaign data may inform a review but may not establish a lead's lifecycle status by itself.
What statuses can it use?
The action supports lifecycle statuses such as active, won, lost, and x-dated. Use only a status that fits the evidence and your instruction.
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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