Keep campaign plans aligned with AgencyZoom locations
Check the agency's current locations before planning a regional campaign or handoff.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get a list of locations
Lists the agency’s locations and branches.
Why this helps
Location-based campaign plans become harder to execute when teams rely on outdated branch information.
- Retrieve all configured AgencyZoom locations or branches.
- Give campaign planning a current location reference.
- Avoid assuming this action supports location filtering.
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 all AgencyZoom locations and summarize those relevant to the supplied Agility CMS campaign plan.
- 4Choose a recurring notis_cron trigger and choose where run reports should go.
- 5Test once and confirm the summary uses the returned locations.
Questions about this workflow
Can I filter the location list by campaign region?
The action retrieves all agency locations and does not provide filtering. Notis can summarize relevant returned locations when the campaign region is supplied.
Does this update location records?
No. It is a read-only retrieval action.
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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