Use AgencyZoom assign groups in campaign routing plans
See the available team assignment groups before planning who should handle a campaign handoff.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get a list of assign groups
Lists the agency’s assignment groups.
Why this helps
Routing plans can fail when they refer to an assignment group that has not been configured.
- Retrieve AgencyZoom's configured assign groups.
- Ground routing plans in actual available group references.
- Reduce manual searching before campaign setup.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom once in the Notis portal; connect Agility CMS if you want the report to include a campaign plan.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve AgencyZoom assign groups and summarize those relevant to the supplied Agility CMS routing plan.
- 4Choose a recurring notis_cron trigger and choose where run reports should go.
- 5Test once and confirm the report contains only returned group information.
Questions about this workflow
Does this assign a lead or task to a group?
No. It retrieves configured assign groups for reference. A separate supported action is needed to create or update work.
Can this recommend a group?
It can summarize available groups against routing criteria you provide, but it should flag ambiguity rather than guess.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Agencyzoom. A trigger fires from one place; an action lands in another.
Agility cms triggers
Agencyzoom actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Authenticate for JWT via V4 SSO
Completes sign-in by exchanging an authorization code for an access token.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Batch create contacts
Creates up to five contacts at once.
Batch create leads
Creates up to five leads at once.
Batch delete tasks
Permanently deletes multiple tasks.
Change lead status
Changes a lead’s lifecycle status.
Mark task as completed
Marks an existing task as completed.
Create a customer note
Adds a note to an existing customer’s profile.
Create a driver for an opportunity
Creates a driver record for an existing opportunity.
Connect any two apps with Notis in the middle.
Agility cms and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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