Bring WhatsApp company inquiries into AgencyZoom
When a business prospect shares company details in chat, send the inquiry to Notis and keep the B2B follow-up in AgencyZoom.
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 information and contact details shared in chat are easy to lose before they reach the sales process.
- Keep company and personal prospect details together in a business lead.
- Reduce retyping information from submitted chat inquiries.
- Surface incomplete company details for a human to clarify.
Setup
Build it in a few focused steps.
- 1Connect 2chat and AgencyZoom once in the Notis portal.
- 2Create an automation named WhatsApp Business Inquiry Intake.
- 3Tell Notis to create or update an AgencyZoom business lead from each submitted company inquiry, and flag missing company information.
- 4Pick a Notis webhook trigger and choose where run reports should go.
- 5Test with one real business inquiry sent to the webhook.
Questions about this workflow
What information should the inquiry include?
Include the available contact and company details. AgencyZoom requires an organization name when the lead is marked as a business.
Can this create a lead from a WhatsApp message automatically?
The package uses a Notis webhook because 2chat trigger events are not available here. Send the submitted inquiry to the webhook to start it.
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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