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Notis

Get a Campayn contact's details during a client review

Send the contact id to Notis and gather the details for your client case review.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get Contact

Retrieves the details of a specific contact.

Why this helps

A case review stalls when contact details need to be found separately from the context prompting the review.

  • Retrieve a specified contact on demand
  • Prepare client case reviews with less searching
  • Keep the requested contact id explicit

Setup

Build it in a few focused steps.

  • 1Connect Agencyzoom and Campayn once in the Notis portal.
  • 2Create an automation in Automations, or tell Notis the outcome you want from any channel.
  • 3In one instruction, ask Notis to retrieve the Campayn contact id supplied with the client case request and summarize relevant details.
  • 4Choose the webhook trigger and where run reports should go.
  • 5Test with one real contact id and confirm the returned details fit the review.

Questions about this workflow

What does the request need to include?

Include the Campayn contact id to retrieve.

Can it update the contact?

No. The listed action retrieves contact details only.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agencyzoom to Campayn. A trigger fires from one place; an action lands in another.

Agencyzoom triggers

Campayn actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Contact

Creates a new contact in a list.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete Contact

Permanently deletes a contact.

ActionInstant

Delete List

Deletes a contact list.

ActionInstant

Delete webform

Permanently removes a web form from a contact list.

ActionInstant

Get Contact

Retrieves the details of a specific contact.

ActionInstant

Get Contacts

Retrieves contacts from a contact list.

ActionInstant

Get Lists

Retrieves all available contact lists.

ActionInstant

Get Message

Retrieves engagement statistics for an email message.

ActionInstant

Connect any two apps with Notis in the middle.

Agencyzoom and Campayn, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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