Review campaign origins and Agencyzoom source categories
Keep origin reporting understandable by checking marketing context against the categories sales uses.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get lead source categories
Lists the predefined categories for lead sources.
Why this helps
A campaign's origin can be hard to report when the sales categories do not clearly describe it.
- Review source categories without opening a separate Agencyzoom screen.
- Highlight origins that do not have an obvious category.
- Keep review notes separate from live lead record changes.
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 origin labels with Agencyzoom lead source categories and summarize uncertain matches.
- 4Pick a recurring Notis cron schedule and choose where run reports should go.
- 5Run once and verify the category list and comparison are useful.
Questions about this workflow
Does Agencyzoom provide campaign performance in this action?
No. This action returns predefined source categories. Campaign information must be available through AimTell or supplied separately.
Will this modify source categories?
No. It is a read-only review of the available category definitions.
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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