Keep the account identifier handy for launch preparation
Put the account ID in a regular report so it is easier to find when a follow-on task needs it.
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
The account identifier can be hard to locate when launch preparation happens across separate tools and work sessions.
- Retrieve the account identifier on a recurring schedule.
- Include relevant CMS launch context in the same report.
- Make unavailable details clear instead of assuming them.
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 report.
- 3Describe the account lookup and CMS context to summarize in one instruction.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and confirm the report includes the account ID.
Questions about this workflow
Is a scheduled account lookup needed to run a campaign?
No. It only retrieves an identifier. Any campaign-specific action needs the required campaign data and setup details.
Will the report contain CMS data if no matching content is found?
Not necessarily. The workflow can report that no relevant content was found rather than inventing context.
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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