Get campaign tracking details for a policy sale
Retrieve the tracking details needed before recording a policy sale in its Deadline Funnel campaign.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate Sales Tracking Webhook URL
Generate campaign-specific details for tracking sales through a webhook.
Why this helps
The required campaign token is easy to miss when a policy sale moves between agency and campaign workflows.
- Retrieves campaign-specific sales-tracking webhook parameters.
- Provides a prerequisite for recording a sale.
- Keeps the lookup connected to policy sale workflow context.
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Deadline Funnel once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language from any channel.
- 3Describe that Notis should retrieve the specified campaign's sales-tracking webhook details when a policy sale tracking request arrives.
- 4Pick a Notis webhook trigger and choose where run reports go.
- 5Test with one real campaign and inspect the returned details.
Questions about this workflow
Does this action track the sale itself?
No. It retrieves the webhook parameters. Use Track Sale Webhook to record the sale.
What if no campaign ID is known?
Retrieve existing campaign IDs and names with the List Campaigns action, or supply the relevant campaign reference in the request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Deadline funnel. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Deadline funnel actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Email Link Redirect
Redirect an email link to the subscriber’s correct before- or after-deadline destination.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Generate Sales Tracking Webhook URL
Generate campaign-specific details for tracking sales through a webhook.
Get Account ID
Retrieve the Deadline Funnel account ID.
List Campaigns
Retrieve existing campaigns and their names and IDs.
Start Deadline via Custom Webhook
Start an individual subscriber’s deadline tracking through a custom webhook.
Track Sale Webhook
Record a subscriber’s sale in a campaign through its tracking webhook.
Connect any two apps with Notis in the middle.
Agencyzoom and Deadline funnel, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Deadline funnel.