Review team routing for AimTell campaigns
Know which Agencyzoom groups exist when planning how campaign responses should reach the team.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get a list of assign groups
Lists the agency’s assignment groups.
Why this helps
Campaign responses can be routed inconsistently when team categories are unclear or out of date.
- Review existing Agencyzoom assign groups alongside campaign audience context.
- Spot unclear group coverage before launch or follow-up.
- Keep routing discussions based on configured groups.
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 audience labels with Agencyzoom assign groups and summarize unclear routing coverage.
- 4Pick a recurring Notis cron schedule and choose where run reports should go.
- 5Run once and review the groups and campaign labels available.
Questions about this workflow
Does this action assign subscribers or leads to a group?
No. It retrieves the configured assign groups for review.
What if campaign audience labels are not available?
The report should note the missing input. You can provide the audience labels in your instruction or event data.
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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