Turn campaign requests into follow-up tasks
Make the next action visible in AgencyZoom as soon as a campaign handoff arrives.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create task post endpoint
Creates a task.
Why this helps
A campaign handoff can be understood and still be forgotten if nobody turns it into a next step.
- Convert an incoming campaign handoff into a trackable task.
- Keep available campaign context near the follow-up work.
- Reduce the chance that a prospect waits without a next step.
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 create an AgencyZoom follow-up task from each relevant webhook request and link it using a valid lead, customer, or contact email when available.
- 4Choose the notis_webhook trigger and choose where run reports should go.
- 5Test with one real request and confirm the task links to the intended existing record.
Questions about this workflow
Does the task action create a lead too?
No. It creates a task. Use an existing valid lead or customer identifier, or a contact email, to link it to a record.
Can the task be assigned automatically?
The task action supports an assignee identifier, but the identifier must refer to a valid existing AgencyZoom user. Supply or retrieve a valid identifier in the workflow context.
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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