Make account details available in campaign prep
Include the account identifier in your routine preparation report so it is close by when setup work begins.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Account ID
Retrieve the Deadline Funnel account ID.
Why this helps
Teams can lose time searching for account details when campaign preparation starts after a gap between work sessions.
- Retrieve the account ID on a recurring schedule.
- Include supplied CMS campaign preparation context.
- Report when no matching campaign context is available.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Deadline Funnel once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the preparation report.
- 3Describe the account ID lookup and the campaign context to include in one instruction.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real preparation task and confirm the report is useful.
Questions about this workflow
Does this find campaign IDs as well?
No. The selected action retrieves the account ID. Use List Campaigns when you need campaign IDs and names.
Can this run from a CMS update?
No. Agility CMS trigger events are not listed, so choose a Notis schedule for recurring runs.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Deadline funnel. A trigger fires from one place; an action lands in another.
Agility cms triggers
Deadline funnel actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Email Link Redirect
Redirect an email link to the subscriber’s correct before- or after-deadline destination.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Generate Sales Tracking Webhook URL
Generate campaign-specific details for tracking sales through a webhook.
Get Account ID
Retrieve the Deadline Funnel account ID.
List Campaigns
Retrieve existing campaigns and their names and IDs.
Start Deadline via Custom Webhook
Start an individual subscriber’s deadline tracking through a custom webhook.
Track Sale Webhook
Record a subscriber’s sale in a campaign through its tracking webhook.
Connect any two apps with Notis in the middle.
Agility cms and Deadline funnel, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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