Capture qualified inbound leads in Agencyzoom
Send each serious inquiry into Agencyzoom with enough context to act quickly.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create lead
Creates a new lead or updates an existing one in agencyzoom; ensure `pipelineid`, `stageid`, `leadsourceid`, and `assignto` reference valid, existing entities.
Why this helps
Promising inquiries get lost between forms, inboxes, and CRM entry.
- Reduce manual CRM entry
- Preserve the original inquiry context
- Start follow-up from one reliable record
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Agencyzoom once in Notis.
- 2Create an automation and name the lead capture workflow.
- 3Tell Notis to create or update an Agencyzoom lead from each incoming request, including the supplied context.
- 4Choose the webhook trigger and select a report channel.
- 5Send one real request to test the result.
Questions about this workflow
Can this update an existing lead?
Yes. Instruct Notis to create a new lead or update an existing one when matching information is available.
What must I provide?
Provide the inquiry details and any valid Agencyzoom pipeline, stage, source, and assignee references required by your account.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Agencyzoom. A trigger fires from one place; an action lands in another.
0CodeKit 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
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Batch create contacts
Creates 1 to 5 new contacts in agencyzoom in a single batch api call.
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.
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.
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.
Mark task as completed
Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.
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.
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.
Connect any two apps with Notis in the middle.
0CodeKit and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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