Verify custom fields before campaign workflows use them
Base campaign instructions on the custom fields AgencyZoom actually has configured.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get a list of custom fields
Lists configured custom field definitions.
Why this helps
A campaign handoff can be delayed when it expects a custom field name that does not match the CRM configuration.
- Retrieve current AgencyZoom custom field definitions.
- Catch mismatched field names before campaign workflow setup.
- Avoid confusing field definitions with individual lead values.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom once in the Notis portal; connect Agility CMS if you want to compare fields with campaign requirements.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve AgencyZoom custom field definitions and compare them with the custom field names listed in the supplied Agility CMS campaign plan.
- 4Choose a recurring notis_cron trigger and choose where run reports should go.
- 5Test once using a real campaign requirement and confirm the report distinguishes definitions from record values.
Questions about this workflow
Will this return values entered on each lead?
No. It returns metadata for configured custom field definitions, not specific values on individual records.
Can it add missing custom fields?
No. This action is read-only. The workflow can report a mismatch for someone to resolve in AgencyZoom.
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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