Review producer coverage for campaign interest
Make producer coverage easier to discuss when campaign interest needs a sales owner.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get a list of producers
Lists the agency’s producers.
Why this helps
Campaign activity can draw attention without clarifying which producers are relevant to the next step.
- Review the producer directory alongside available campaign details.
- Identify ownership questions for the team to resolve.
- Start follow-up planning with a current reference list.
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 context with Agencyzoom's producer list and identify follow-up ownership questions.
- 4Pick a recurring Notis cron schedule and choose where run reports should go.
- 5Run once and verify that the brief treats the producer list as a reference, not an assignment.
Questions about this workflow
Does this action return producer sales performance?
No. It retrieves a list of producers, typically related to text thread functionality, and does not provide performance data.
Can it assign a lead to a producer?
No. This workflow reviews the available list; it does not change lead assignments.
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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