Focus planning on higher priority categories
Use the category order to create a compact starting point for agency outreach ideas.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Categories
List card template categories in priority order.
Why this helps
A long category list makes it harder to know where to start when planning client outreach.
- Uses Amcards' documented priority ordering
- Helps focus category exploration
- Provides a concise periodic planning summary
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Amcards once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for priority category review.
- 3Tell Notis to list Amcards categories and summarize the higher priority options for your supplied agency planning context.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real planning context.
Questions about this workflow
What does priority mean here?
The Amcards categories listing is documented as ordered by priority, with 1 as highest.
Does the workflow decide what our agency should use?
It surfaces the order and summarizes relevance to your supplied context. A person should make the final choice.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Amcards. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Amcards actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Cards
List all cards associated with your account.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get API Schema
Retrieve the complete API schema.
Get Contacts
List contacts from your account.
Get Category
Retrieve details of a card template category.
Get Category Schema
Retrieve the schema for the read-only Category resource.
Get Gift
Retrieve details of a gift, including its price and availability.
Get Public Template
Retrieve details of a public template.
List Categories
List card template categories in priority order.
Connect any two apps with Notis in the middle.
Agencyzoom and Amcards, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Amcards.