Check custom field readiness for campaign tracking
Know which campaign details your sales records can capture before the next campaign goes live.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get a list of custom fields
Lists configured custom field definitions.
Why this helps
Teams can plan campaign tracking without realizing the needed fields are missing or named differently.
- Review configured Agencyzoom field definitions with campaign context.
- Identify tracking needs that lack a matching field definition.
- Prepare a short list of questions before changing data practices.
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 compare available campaign details with Agencyzoom custom field definitions and report missing matches without changing fields.
- 4Pick a recurring Notis cron schedule and choose where run reports should go.
- 5Run once and confirm the review identifies definitions rather than record values.
Questions about this workflow
Does this action return custom field values for individual leads?
No. It returns metadata about configured field definitions, not values entered on specific records.
Can the workflow create a missing field?
No. The listed action is read-only. Use the report to identify gaps for a separate configuration decision.
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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