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Notis

Turn validated company details into an AgencyZoom business lead

Send company data once and let Notis validate it, enrich it, and keep AgencyZoom ready for follow-up.

Trigger

Webhook received

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

Action

Create business lead

Creates or updates a business lead in agencyzoom using detailed personal and company information, for b2b sales and marketing lead management.

Why this helps

Manual company checks and duplicate entry slow down lead response and create avoidable data errors.

  • Reduce manual company research
  • Keep business records more complete
  • Start follow-up with trusted details

Setup

Build it in a few focused steps.

  • 1Connect 44API and AgencyZoom once in Notis.
  • 2Create an automation and describe the validated business lead outcome.
  • 3Choose a webhook trigger for incoming company data.
  • 4Select where run reports should go.
  • 5Test with one real VAT number and company payload.

Questions about this workflow

What starts this workflow?

An HTTP request sent to the Notis webhook with company and tax identifier details.

Can it update an existing lead?

Yes. Ask Notis to create or update the matching AgencyZoom business lead.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link 44API to Agencyzoom. A trigger fires from one place; an action lands in another.

44API 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

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

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

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

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.

44API and Agencyzoom, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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