Understand AgencyZoom teams before assigning campaign ownership
Make handoff planning clearer with a current view of AgencyZoom departments and groups.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get departments groups
Retrieves the agency’s department and group information.
Why this helps
Campaign ownership can be unclear when agency team structures are not easy to reference.
- Retrieve department and group information from AgencyZoom.
- Support clearer campaign ownership and handoff discussions.
- Use the agency number filter only when the relevant value is supplied.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom once in the Notis portal; connect Agility CMS if you want the summary to reference a campaign plan.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve AgencyZoom department and group information and summarize the parts relevant to the supplied campaign ownership plan, using an agency number only if provided.
- 4Choose a recurring notis_cron trigger and choose where run reports should go.
- 5Test once and confirm the report reflects returned organizational details.
Questions about this workflow
Can this return departments for a specific agency number?
The action optionally supports filtering by agency number. Provide the valid number in the workflow context if you need a filtered result.
Does this action assign campaign work?
No. It provides organizational information for reference and planning.
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.
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Marks an existing task as completed.
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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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