Check who is on the policy follow-up list
Review the actual subscriber roster for a Doppler follow-up list alongside the client context you specify from AgencyZoom.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Subscribers
List all subscribers on a list.
Why this helps
A list name alone does not show whether its members still match the team's intended follow-up audience.
- Review membership using current list data.
- Spot unmatched or unexpected records for human review.
- Reduce repeated manual exports and cross-checking.
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 roster review.
- 3Tell Notis to retrieve subscribers from the specified Doppler list and compare available emails with the AgencyZoom follow-up criteria you provide.
- 4Choose a schedule and report destination.
- 5Test with one real list and confirm the review uses the intended list id.
Questions about this workflow
Will this remove subscribers that do not match?
No. It reviews and reports membership only. Removing subscribers requires a separate explicit action and confirmation.
Can it verify policy status for every list member?
Only when the relevant AgencyZoom data is available for matching. Missing or unmatched data should be reported rather than guessed.
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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