Find source category gaps before attribution drifts
Keep your origin categories useful as subscriber and campaign sources change.
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
New campaign origins can outgrow the categories sales uses to describe where leads came from.
- Surface origins that may lack a matching source category.
- Review category definitions without editing configuration.
- Create a short, actionable attribution follow-up 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 compare available subscriber origins with Agencyzoom source categories and list unmatched origins for review.
- 4Pick a recurring Notis cron schedule and choose where run reports should go.
- 5Run once and verify the report only uses origins and categories it can access.
Questions about this workflow
Will this create new source categories?
No. The Agencyzoom action only retrieves predefined categories.
What if the AimTell connection does not expose subscriber origins?
The comparison requires those origins to be available or supplied. The report should state clearly when that input is missing.
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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