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Review offer and campaign matches before sales tracking

A scheduled match check helps keep offer context connected to the campaign list before reporting sales.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Campaigns

Retrieve existing campaigns and their names and IDs.

Why this helps

When offers and campaign naming evolve separately, identifying the right sales tracking destination becomes repetitive work.

  • Compare supplied offers to the current campaign list regularly.
  • Prepare likely campaign matches for review.
  • Keep uncertain mappings visible for human confirmation.

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 offer match review.
  • 3Describe which supplied offers to compare and how to flag uncertain matches.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real offer and confirm the candidate campaign.

Questions about this workflow

Does this automatically track sales after finding a match?

No. It identifies a likely campaign for review. A separate tracking step needs confirmed sale details and campaign webhook parameters.

Can it compare content that is not supplied or retrievable?

No. Provide the offer details or make them available in Agility CMS; otherwise the report should note missing 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.

TriggerScheduled

Email Link Redirect

Redirect an email link to the subscriber’s correct before- or after-deadline destination.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Generate Sales Tracking Webhook URL

Generate campaign-specific details for tracking sales through a webhook.

ActionInstant

Get Account ID

Retrieve the Deadline Funnel account ID.

ActionInstant

List Campaigns

Retrieve existing campaigns and their names and IDs.

ActionInstant

Start Deadline via Custom Webhook

Start an individual subscriber’s deadline tracking through a custom webhook.

ActionInstant

Track Sale Webhook

Record a subscriber’s sale in a campaign through its tracking webhook.

ActionInstant

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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