Follow up on AimTell campaign clicks in Agencyzoom
Put a next step on the task list when a subscriber signals interest in a campaign.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create task post endpoint
Creates a task.
Why this helps
Campaign engagement is easy to notice and just as easy to forget when it is buried in analytics.
- Turn an engagement signal into a visible next step.
- Include the campaign context in the task when available.
- Reduce the chance that interested prospects go without follow-up.
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 create an Agencyzoom task for a click event and include available subscriber and campaign context.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Send one real click event and review the created task.
Questions about this workflow
Will the click automatically identify an Agencyzoom lead?
Only if the webhook payload provides details Notis can use to identify or link the person. Otherwise, the task can include the available click context.
Can the task be assigned to a specific employee?
The action supports an assignee when a valid Agencyzoom employee id is available. Include that information in your instruction or event payload.
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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