Review department coverage for campaign follow-up
Give campaign responses a clearer path through the departments and groups your agency has configured.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get departments groups
Retrieves the agency’s department and group information.
Why this helps
Follow-up can slow down when it is unclear which department should handle a campaign response.
- Review configured departments and groups alongside campaign context.
- Highlight unclear handoff responsibilities.
- Prepare coverage questions before work is assigned.
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 against Agencyzoom departments and groups and flag unclear ownership.
- 4Pick a recurring Notis cron schedule and choose where run reports should go.
- 5Run once and confirm the output reflects the agency's department and group information.
Questions about this workflow
Can the department list be filtered to one agency number?
The action optionally accepts an agency number. Include the appropriate number in your instruction if the review should be limited.
Does this assign campaign responses to a department?
No. It retrieves department and group information for review but 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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