Keep campaign context with the AgencyZoom lead
Put the reason for a prospect's campaign handoff where the sales team already works.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a lead note
Adds a note to an existing lead.
Why this helps
Campaign context often gets lost between marketing activity and the lead record used for follow-up.
- Keep campaign context attached to the relevant lead.
- Give follow-up conversations a clearer starting point.
- Avoid copying the same campaign details by hand.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and AgencyZoom once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to add a concise note to the specified existing AgencyZoom lead using relevant Agility CMS content details in the webhook request.
- 4Choose the notis_webhook trigger and choose where run reports should go.
- 5Test with one real lead and campaign example, confirming the lead identifier is valid.
Questions about this workflow
Does this create a new lead?
No. It adds a note to an existing AgencyZoom lead identified by leadid.
Can this retrieve an existing note and edit it?
No. The AgencyZoom action creates a new note and cannot edit or retrieve existing notes.
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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