Clarify ownership for campaign follow-up
Make follow-up planning easier by checking who is available to own the next step.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get a list of employees
Lists all employees at the authenticated agency.
Why this helps
A campaign response can be noticed without anyone being sure who should take it from there.
- Review the current employee list alongside campaign context.
- Surface ownership questions before they become missed follow-ups.
- Prepare a clear handoff brief for the team.
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 activity with Agencyzoom employees and flag ownership questions without assigning records.
- 4Pick a recurring Notis cron schedule and choose where run reports should go.
- 5Run once and check that the brief uses only available employee and campaign information.
Questions about this workflow
Does this action assign leads or tasks?
No. It retrieves the Agencyzoom employee list. The workflow prepares an ownership review but does not assign records.
Can the report recommend a person?
It can suggest a potential owner if you provide clear ownership rules. Treat the suggestion as a review prompt, since the action does not return workload or availability.
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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