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Notis

Capture campaign responders as Agencyzoom contacts

Make campaign generated interest available to the whole agency team.

Trigger

Campaign Trigger

Triggered when a campaign is sent or experiences an event in Mailchimp

Action

Batch create contacts

Creates 1 to 5 new contacts in agencyzoom in a single batch api call.

Why this helps

Responders can remain only in Mailchimp until someone manually copies them across.

  • Captures new contacts quickly
  • Avoids duplicate manual entry
  • Makes campaign response actionable

Setup

Build it in a few focused steps.

  • 1Connect Mailchimp and Agencyzoom once in Notis.
  • 2Create an automation for campaign responder contact capture.
  • 3Tell Notis to create Agencyzoom contacts for campaign event participants who do not already match an existing contact, using only available details.
  • 4Pick the Mailchimp Campaign trigger and select a report channel.
  • 5Test with one real campaign event.

Questions about this workflow

Will it duplicate existing contacts?

Ask Notis to check for a matching email before creating each contact.

Does it create leads too?

No. This workflow creates contacts only.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Mailchimp to Agencyzoom. A trigger fires from one place; an action lands in another.

Mailchimp triggers

Agencyzoom actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Authenticate for JWT via V4 SSO

Authenticates a user via v4 single sign-on (sso) using the provided callback `code` (typically required for success) to retrieve a jwt and initial user session information.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Batch create contacts

Creates 1 to 5 new contacts in agencyzoom in a single batch api call.

ActionInstant

Campaign Trigger

Triggered when a campaign is sent or experiences an event in Mailchimp

TriggerInstant

Batch create leads

Creates up to 5 new leads in agencyzoom; all referenced entity ids (e.g., pipeline, user, custom field names) must exist, and organization `name` is required if `isbusiness` is true.

ActionInstant

Profile Update Trigger

Triggered when a subscriber's profile is updated in Mailchimp

TriggerInstant

Batch delete tasks

Deletes multiple agencyzoom tasks in a batch; task deletion is permanent and the response indicates overall batch success, not individual task status.

ActionInstant

Subscribe Trigger

Triggered when a subscriber subscribes to Mailchimp

TriggerInstant

Change lead status

Updates a lead's lifecycle status (e.g., active, won, lost, x-dated) and can optionally manage its workflow, pipeline, stage, source, or associated tags.

ActionInstant

Unsubscribe Trigger

Triggered when a subscriber unsubscribes from Mailchimp

TriggerInstant

Mark task as completed

Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.

ActionInstant

Create a customer note

Adds a new note to an existing customer's profile using their id; cannot be used to edit or retrieve existing notes.

ActionInstant

Create a driver for an opportunity

Creates a new driver record associated with an existing agencyzoom opportunity using its id; full driver details are handled by the api endpoint directly, not specified in this action's request.

ActionInstant

Connect any two apps with Notis in the middle.

Mailchimp and Agencyzoom, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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