Process your supplied WhatsApp prospect list on schedule
For prospects gathered in a separate list, use a recurring run to bring the details you provide into AgencyZoom leads.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Prospect lists collected outside the CRM can sit untouched while manual entry waits for a quieter day.
- Process supplied prospect details on a recurring schedule.
- Create or update leads using the information available in each entry.
- Flag records with missing or invalid AgencyZoom references.
Setup
Build it in a few focused steps.
- 1Connect 2chat and AgencyZoom once in the Notis portal.
- 2Create an automation named Scheduled WhatsApp Prospect List Intake.
- 3Tell Notis to create or update AgencyZoom leads from the prospect details supplied for each run and report incomplete entries.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real prospect and valid pipeline, stage, source, and assignee references.
Questions about this workflow
Will Notis retrieve WhatsApp messages or lists by itself?
No. 2chat trigger events are not available here, and the action does not retrieve a prospect list. Supply the records for the scheduled run.
Which AgencyZoom references need to be valid?
Pipeline, stage, lead source, and assignee references must exist in AgencyZoom.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Agencyzoom. A trigger fires from one place; an action lands in another.
2chat 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.
2chat and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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