Connect campaign learning with Agencyzoom loss reasons
Turn campaign and sales vocabulary into better questions for your next review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get loss reasons
Lists predefined reasons for losing a lead.
Why this helps
Teams may discuss campaign results without a shared vocabulary for why opportunities are lost.
- Review defined loss reasons alongside available campaign themes.
- Prepare questions about mismatched terminology or missing context.
- Keep the output focused on learning rather than unsupported performance claims.
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 AimTell campaign themes with Agencyzoom loss reasons and propose review questions without claiming outcome statistics.
- 4Pick a recurring Notis cron schedule and choose where run reports should go.
- 5Run once and ensure the brief distinguishes definitions from actual loss data.
Questions about this workflow
Does this action return loss statistics?
No. It retrieves predefined loss reasons without filtering or statistical data.
Can this identify which campaign caused losses?
Not from the listed action alone. That would require campaign and opportunity outcome data not provided by the loss reasons list.
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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