Check campaign labels against Agencyzoom lead sources
Make it easier to see whether campaign naming and sales source options still line up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get lead sources
Lists the configured lead sources.
Why this helps
Campaign attribution gets messy when marketing labels and sales source lists drift apart.
- Surface naming gaps between campaign context and sales source options.
- Review Agencyzoom's configured sources and sales exclusion flags.
- Create a concise list of changes or questions 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 compare available AimTell campaign labels with Agencyzoom lead sources and report mismatches without changing records.
- 4Pick a recurring Notis cron schedule and choose where run reports should go.
- 5Run once and confirm the comparison uses the current source list.
Questions about this workflow
Does the Agencyzoom action change lead sources?
No. It retrieves configured lead sources for review; it does not update records.
What if AimTell does not provide campaign labels through the connection?
The report should state that the labels are unavailable. You can supply a campaign list in the instruction or another connected data source.
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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