Turn Agility CMS campaign details into business leads
Keep business campaign prospects moving with a focused handoff into AgencyZoom.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create business lead
Creates or updates a business lead.
Why this helps
Business prospects can stall when company and contact details from campaign activity are scattered across tools.
- Reduce manual entry of company and contact information.
- Use the campaign context to help the team understand why a prospect arrived.
- Flag missing information instead of guessing.
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 or update an AgencyZoom business lead from a webhook request with relevant Agility CMS campaign details, and report any missing company or required lead information.
- 4Choose the notis_webhook trigger and choose where run reports should go.
- 5Test with one real campaign example and review the created or updated lead.
Questions about this workflow
When should I use this instead of a standard lead?
Use this when the prospect represents a business and the campaign request includes useful company information. AgencyZoom requires an organization name when the business flag is true.
Can Notis infer missing company details from the CMS item?
It can use only details actually present in the request or accessible returned data. Set the instruction to report missing details rather than invent them.
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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