Check customer service coverage for campaign follow-up
Give customer-facing campaign responses a clearer route to the right service team.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get a list of CSRs
Lists the agency’s customer service representatives.
Why this helps
A subscriber may need service follow-up, but the next owner is not obvious across marketing and agency tools.
- Review configured CSRs in a recurring brief.
- Identify follow-up questions that need a service owner.
- Make handoffs easier to plan with campaign context.
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 summarize available campaign follow-up context with the Agencyzoom CSR list and identify ownership questions.
- 4Pick a recurring Notis cron schedule and choose where run reports should go.
- 5Run once and verify that the report does not imply CSRs are assigned to specific records.
Questions about this workflow
Does the CSR list show assignments or availability?
No. The action retrieves configured CSR names and ids, not workload, availability, or record assignments.
Can this automatically route a customer?
This workflow is for reviewing coverage. The listed CSR action does not assign records.
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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