Prepare your prospect follow-up contacts on a schedule
Set a recurring review and have the selected prospect records ready as 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
Prospect follow-up lists take time to assemble, especially when the review happens inconsistently.
- Create a repeatable prospect review
- Reduce manual contact preparation
- Keep a consistent rhythm for follow-up work
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, specify which available Agencyzoom prospects to include, the Campayn list, and any time window Notis should use.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real prospect record and review the contact created.
Questions about this workflow
Can this workflow find prospects without an Agencyzoom query or data source?
No. The automation needs access to the relevant Agencyzoom records through the connected app context or information you provide.
Can I use the schedule to define a date range?
Yes, describe the intended time window in your instruction. Any needed dates or history must be available to Notis.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Campayn.