Review campaign focus alongside Agencyzoom pipeline stages
Start your review with campaign context and a clear view of the sales stages your team uses.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get a list of pipelines
Lists the available pipelines and their stages.
Why this helps
Planning follow-up can mean bouncing between campaign analytics and a separate pipeline reference.
- Bring campaign context into a recurring sales review.
- See Agencyzoom pipeline and stage definitions in the same brief.
- Spot where your follow-up plan needs additional data.
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 summarize available AimTell campaign information alongside Agencyzoom pipelines and stages, and note missing data.
- 4Pick a recurring Notis cron schedule and choose where run reports should go.
- 5Run once and review the brief against the current campaign and pipeline information.
Questions about this workflow
Does this action return individual leads?
No. It retrieves pipeline and stage structure, not the leads within those pipelines.
Can the workflow report campaign performance metrics?
Only if those metrics are available through the connected AimTell data. The Agencyzoom pipeline action provides stage structure, not campaign analytics.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Agencyzoom.