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Notis

Create CloudCart Subscribers from Consented AgencyZoom Records

Turn a consented policyholder record into a CloudCart subscriber, while skipping records that lack permission or required details.

Trigger

Webhook received

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

Action

Create Subscriber

Adds a subscriber to the mailing list.

Why this helps

Copying contact details into a mailing list takes time and can lead to contacts being added without confirmed consent.

  • Reduce manual subscriber entry.
  • Require explicit marketing consent before creating a subscriber.
  • Skip records missing a first name, last name, or two-letter country code.

Setup

Build it in a few focused steps.

  • 1Connect AgencyZoom and CloudCart once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and describe the subscriber outcome in one instruction.
  • 3Choose the webhook trigger and send it AgencyZoom records only after confirming marketing consent.
  • 4Choose where run reports should go.
  • 5Test with one consented record and one record without consent.

Questions about this workflow

Will this add every AgencyZoom contact to the mailing list?

No. Instruct Notis to create a subscriber only when the record explicitly confirms marketing consent and contains the required subscriber details.

What details does CloudCart require for a subscriber?

The listed action requires first name, last name, and a two-letter country code. If those details are unavailable, have the automation skip the record and report why.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Agencyzoom triggers

Cloudcart actions

Recurring trigger

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

TriggerScheduled

Add to Cart

Adds an item to the shopping cart.

ActionInstant

Webhook trigger

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

TriggerInstant

Add Category Properties

Adds properties to a category relationship for filtering or organization.

ActionInstant

Clear Cart

Removes all items from the specified cart.

ActionInstant

Create Category

Creates a new product category.

ActionInstant

Create Customer

Creates a new customer profile.

ActionInstant

Create Blog Category

Creates a blog category to organize posts.

ActionInstant

Create Order

Creates a new order.

ActionInstant

Create Blog Post

Creates a blog post for your store.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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