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Notis

Review your Deadline Funnel campaign inventory

Get one scheduled view of the campaigns available for the agency's current follow-up work.

Trigger

Recurring schedule

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

Action

List Campaigns

Retrieve existing campaigns and their names and IDs.

Why this helps

Campaign names and IDs are easy to lose track of when sales planning and campaign review happen in different tools.

  • Provides an up-to-date list of existing campaigns.
  • Makes campaign IDs easier to reference for future workflow steps.
  • Pairs campaign inventory with relevant Agencyzoom context for review.

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 existing campaign list and summarize it with relevant Agencyzoom pipeline context.
  • 4Pick a recurring Notis schedule and choose where run reports go.
  • 5Test with one real run and confirm campaign names and IDs appear.

Questions about this workflow

Does this action include campaign performance stats?

No. The listed action retrieves existing campaign names and IDs. Stats are not among the available actions.

Can the report choose a campaign automatically?

Notis can analyze the returned campaign list and the context provided, but the available action only retrieves campaigns.

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.

TriggerScheduled

Email Link Redirect

Redirect an email link to the subscriber’s correct before- or after-deadline destination.

ActionInstant

Webhook trigger

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

TriggerInstant

Generate Sales Tracking Webhook URL

Generate campaign-specific details for tracking sales through a webhook.

ActionInstant

Get Account ID

Retrieve the Deadline Funnel account ID.

ActionInstant

List Campaigns

Retrieve existing campaigns and their names and IDs.

ActionInstant

Start Deadline via Custom Webhook

Start an individual subscriber’s deadline tracking through a custom webhook.

ActionInstant

Track Sale Webhook

Record a subscriber’s sale in a campaign through its tracking webhook.

ActionInstant

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.