Prepare outreach contacts from selected policy statuses
Choose the statuses that need attention and have Notis prepare their Campayn contacts.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Contact
Creates a new contact in a list.
Why this helps
It takes effort to repeatedly scan policy records and move relevant client details into an outreach list.
- Reduce repeated policy record scanning
- Prepare contacts from clearly stated criteria
- Keep status-based outreach preparation consistent
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, name the policy statuses and available records to include, plus the Campayn destination list.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real record for a selected status and review the contact.
Questions about this workflow
Can I choose any policy status?
State the status values you want to include and ensure they are present in the records Notis can access.
Does the workflow change policy status?
No. Its available Campayn action creates a contact.
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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