See which Doppler lists fit policy follow-up
Get a focused review of existing Doppler lists and the AgencyZoom follow-up audiences your team defines, without opening both tools.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Lists
List all subscriber lists for an account.
Why this helps
Finding the right audience can require switching between policy records and marketing list screens.
- Summarize existing lists for faster audience selection.
- Keep recurring list review in one report.
- Surface gaps when the desired audience is not represented by an existing list.
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 for the audience review.
- 3Tell Notis to retrieve Doppler lists and summarize them against the policy follow-up categories you specify from AgencyZoom data.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real review and confirm the summary reflects available list details.
Questions about this workflow
Will the workflow create or update lists?
No. It retrieves Doppler lists for review. Creating or changing a list would require a separate instruction and action.
Can it identify the right policy audience without criteria?
No. Specify the policy categories or follow-up needs, and rely only on data returned from AgencyZoom and Doppler.
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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