Review campaign coverage across Agencyzoom locations
See which branches may need a clearer plan for campaign follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get a list of locations
Lists the agency’s locations and branches.
Why this helps
Multi-location teams can overlook regional coverage when campaign responses are reviewed centrally.
- Review the configured Agencyzoom locations alongside campaign context.
- Surface regional coverage questions for the team.
- Use a repeatable brief to support branch planning.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Agencyzoom once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, tell Notis to review available campaign context against Agencyzoom locations and report possible coverage questions without assigning records.
- 4Pick a recurring Notis cron schedule and choose where run reports should go.
- 5Run once and confirm the brief reflects the current location list.
Questions about this workflow
Does this action show which leads belong to each location?
No. It returns Agencyzoom locations without filtering or individual lead assignments.
Can this identify regional campaign performance?
Only if AimTell provides region-level campaign information. The Agencyzoom action supplies the location directory, not performance metrics.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Agencyzoom. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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