Keep lead notes informed by competitor campaigns
Bring useful campaign context into the lead record your team already uses.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a lead note
Adds a note to an existing lead.
Why this helps
Ad research and lead conversations often live in separate places, so useful context may not reach the next person.
- Add relevant market context to existing leads.
- Reduce manual copying between ad research and sales records.
- Keep notes focused on findings that may matter to a specific 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 current Adyntel findings and add a note only when it can match a finding to an existing lead.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real campaign report and an existing Agencyzoom lead ID.
Questions about this workflow
Does this create new leads?
No. It adds a note to an existing lead, which must be identified by its Agencyzoom lead ID.
Can it infer which lead matches an ad?
Only when the provided report and context support a reliable match. Supply identifying details or a lead ID when needed.
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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