Track a policyholder sale in its Deadline Funnel campaign
Record the sale against the campaign once the policyholder and tracking details are ready.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Track Sale Webhook
Record a subscriber’s sale in a campaign through its tracking webhook.
Why this helps
A completed policy sale can be forgotten in campaign tracking when it lives in a separate system.
- Records a subscriber sale in a specific campaign.
- Uses generated campaign-specific tracking details.
- Connects policy sales context to campaign sale tracking.
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 record the policyholder sale for the specified campaign using its generated tracking webhook details.
- 4Pick a Notis webhook trigger and choose where run reports go.
- 5Test with one real sale and verify Deadline Funnel records it.
Questions about this workflow
Does the action update policy status in Agencyzoom?
No. It records a sale in Deadline Funnel. The Agencyzoom description mentions policy status, but no policy-status action is listed here.
What tracking details must be supplied?
The relevant campaign's generated sales-tracking webhook details and subscriber information.
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.