Create AgencyZoom business leads from company briefs
Turn a vetted company brief into a complete B2B lead record.
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
Company details are collected securely but still require repetitive business lead entry.
- Accelerate B2B intake
- Keep company and contact data together
- Reduce duplicate entry
Setup
Build it in a few focused steps.
- 1Connect 1Password and AgencyZoom.
- 2Create a business lead intake automation.
- 3Tell Notis to create or update the business lead from each approved company brief.
- 4Select the webhook and report channel.
- 5Test with one company brief.
Questions about this workflow
When is organization name required?
AgencyZoom requires name when isbusiness is true.
Does this create or update?
The action can create a new business lead or update an existing one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 1password to Agencyzoom. A trigger fires from one place; an action lands in another.
1password 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.
1password and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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