Keep campaign planning aligned with AgencyZoom source categories
Use the same category language across campaign planning and lead source setup.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get lead source categories
Lists the predefined categories for lead sources.
Why this helps
Different category labels across campaign plans can make source setup and reporting harder to follow.
- Retrieve predefined lead source categories from AgencyZoom.
- Give campaign planning a consistent category reference.
- Reduce avoidable naming confusion during CRM setup.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom once in the Notis portal; connect Agility CMS if you want to include campaign plan context.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve AgencyZoom's predefined lead source categories and summarize relevant categories for the supplied campaign plan.
- 4Choose a recurring notis_cron trigger and choose where run reports should go.
- 5Test once and confirm the reference reflects the returned categories.
Questions about this workflow
Does this list specific lead sources?
No. It lists predefined categories. Use the lead sources action when you need the configured source names.
Does this report show how many leads use each category?
No. It returns category definitions, not usage statistics.
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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