Keep customer service handoffs grounded in current AgencyZoom CSRs
Give campaign operators a current reference when a customer service handoff is part of the plan.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get a list of CSRs
Lists the agency’s customer service representatives.
Why this helps
Customer follow-up can be delayed when handoff plans use unclear or outdated CSR references.
- Retrieve configured customer service representative names and identifiers.
- Use a dependable reference while planning campaign handoffs.
- Surface an empty CSR list so it can be resolved before routing.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom once in the Notis portal; connect Agility CMS if you want the report to reference a campaign handoff plan.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve AgencyZoom CSRs and summarize available references relevant to the supplied handoff plan.
- 4Choose a recurring notis_cron trigger and choose where run reports should go.
- 5Test once and confirm the report accurately reflects the returned list.
Questions about this workflow
Does this assign customers to a CSR?
No. This action retrieves CSR information. It does not update customer or lead assignments.
What if there are no CSRs?
The action returns an empty list when none are configured. The report should call out that no CSR references were found.
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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