Bring a Campayn list into a client review
Send a review request and have Notis retrieve the contacts from the list you specify.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Contacts
Retrieves contacts from a contact list.
Why this helps
Preparing for a client or segment review means finding and gathering the list before the real work begins.
- Gather list contacts on demand
- Reduce manual list navigation
- Prepare a review around the specified records
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 all contacts from the Campayn list id supplied with the review request and summarize them for the stated purpose.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with a real list id and confirm the returned contacts support your review.
Questions about this workflow
What does the request need to include?
Include the Campayn list id so Notis can retrieve its contacts.
Can Notis compare these contacts with Agencyzoom records?
Only if the relevant Agencyzoom records are available in the automation context.
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.
Create Contact
Creates a new contact in a list.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Contact
Permanently deletes a contact.
Delete List
Deletes a contact list.
Delete webform
Permanently removes a web form from a contact list.
Get Contact
Retrieves the details of a specific contact.
Get Contacts
Retrieves contacts from a contact list.
Get Lists
Retrieves all available contact lists.
Get Message
Retrieves engagement statistics for an email message.
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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