Keep AgencyZoom campaign sources clear
See the lead sources available for campaign tracking before attribution becomes guesswork.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get lead sources
Lists the configured lead sources.
Why this helps
Campaign attribution gets messy when teams use inconsistent or outdated lead source names.
- Retrieve the lead sources configured in AgencyZoom.
- Review source names, categories, and sales exclusion status.
- Prepare campaign instructions around actual configured sources.
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 plan.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve AgencyZoom lead sources and summarize the available options relevant to the supplied Agility CMS campaign plan.
- 4Choose a recurring notis_cron trigger and choose where run reports should go.
- 5Test once and verify the report uses only returned source details.
Questions about this workflow
Does this action create or update lead sources?
No. It retrieves configured lead sources, including their identifiers, names, sales exclusion status, and category identifiers.
Does the report show actual lead performance by source?
No. The action returns source configuration, not statistics or individual lead records.
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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