Use valid AgencyZoom employee references for campaign routing
Make routing setup easier with a current list of the agency's configured employees.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get a list of employees
Lists all employees at the authenticated agency.
Why this helps
Routing instructions can break down when they rely on outdated names or unknown user identifiers.
- Retrieve AgencyZoom employee identifiers and names.
- Help campaign operators verify routing references before setup.
- Reduce assignment errors caused by stale reference lists.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom once in the Notis portal; connect Agility CMS if you want the reference to include campaign routing needs.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve AgencyZoom employees and summarize the available routing references relevant to the supplied campaign plan.
- 4Choose a recurring notis_cron trigger and choose where run reports should go.
- 5Test once and verify the reference is based on returned employees.
Questions about this workflow
Does this assign leads to employees?
No. It retrieves the employee list. A separate lead workflow needs a valid assignee reference and the other required lead fields.
What if the agency has no employees configured?
The action may return an empty list. The workflow should report that no employee references were returned.
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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