Check AgencyZoom pipeline options before a campaign handoff
Know which pipelines and stages exist before wiring campaign handoffs into a sales process.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get a list of pipelines
Lists the available pipelines and their stages.
Why this helps
Campaign workflows can fail or route poorly when they rely on pipeline or stage values that no longer exist.
- Review available pipelines and their stages from AgencyZoom.
- Spot missing setup references before a campaign handoff goes live.
- Get a concise scheduled summary without hunting through settings.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom once in the Notis portal; connect Agility CMS if you want the review to include campaign context.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve AgencyZoom pipelines and stages, then summarize the valid 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 confirm the summary reflects the returned pipelines and stages.
Questions about this workflow
Does this review return leads in each pipeline?
No. The action retrieves pipeline and stage definitions, not individual leads or tasks.
Can the scheduled review confirm a campaign's pipeline automatically?
It can compare returned pipeline definitions with campaign information supplied to the automation, but it cannot assume which pipeline is correct when the campaign does not specify one.
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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