Check campaign language against policy type definitions
Make it easier for marketing and sales to describe the same offerings consistently.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get product lines and policy types
Lists product lines and policy types.
Why this helps
Campaign wording can leave sales unsure which policy type a prospect is asking about.
- Compare available campaign language with configured policy type names.
- Highlight terms that need clarification before follow-up.
- Support consistent descriptions across marketing and sales.
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 language with Agencyzoom policy types and flag unclear terms without asserting coverage.
- 4Pick a recurring Notis cron schedule and choose where run reports should go.
- 5Run once and review the suggested terminology questions.
Questions about this workflow
Does the action explain policy coverage?
No. It returns product line and policy type names and ids, not coverage details.
Can it determine whether a policy suits a subscriber?
No. It is a terminology review and does not provide customer needs or coverage analysis.
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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