Keep new client marketing records in sync
A client is ready for follow-up. Notis can add their details to Doppler while you stay focused on the relationship.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Account Subscriber
Creates or associates a subscriber with an account, optionally adding them to lists.
Why this helps
Copying client details into a marketing account adds busywork and makes it easy to miss a timely follow-up.
- Reduce manual data entry between agency and marketing tools.
- Keep client follow-up details available in Doppler.
- Honor consent and subscription status before adding a profile.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Doppler to Notis once in the portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to add a client to Doppler when an incoming AgencyZoom webhook says the client is ready, including only available details and honoring consent.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real client example and confirm the subscriber record.
Questions about this workflow
Does AgencyZoom provide a built-in trigger for this workflow?
No. AgencyZoom has no listed trigger events, so an HTTP request to a Notis webhook starts it.
Will this subscribe every client to marketing?
No. The instruction should add only clients with valid marketing consent. Notis should not infer consent from client status.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Doppler marketing automation. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Doppler marketing automation actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Subscriber
Add a subscriber to a list.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create List
Create a subscriber list for an account.
Check Subscriber Exists
Checks whether a subscriber exists in an account.
Delete List
Permanently delete a subscriber list.
Create Account Subscriber
Creates or associates a subscriber with an account, optionally adding them to lists.
Get Campaigns
Retrieve all campaigns associated with an account.
Unsubscribe Subscriber
Unsubscribes a subscriber; if absent, adds them to the account as unsubscribed.
Get List
Retrieve details of a subscriber list.
Connect any two apps with Notis in the middle.
Agencyzoom and Doppler marketing automation, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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