Keep AimTell campaign context with the Agencyzoom lead
Give the next person who opens a lead a quick record of the subscriber's campaign activity.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a lead note
Adds a note to an existing lead.
Why this helps
A lead record can miss the marketing context that explains why someone is reaching out now.
- Keep campaign context near the lead record.
- Make handoffs easier with a readable activity summary.
- Avoid rechecking separate campaign reports for basic context.
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 add a concise lead note using the campaign details and valid lead id in the webhook request.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Send one real event for an existing lead and review the note.
Questions about this workflow
What is required to add a note to a lead?
The Agencyzoom action requires the lead id. Make sure the webhook request supplies a valid id or provide a reliable way for Notis to identify it.
Can this edit an existing note?
No. The action adds a new note and cannot edit or retrieve existing notes.
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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