Capture WhatsApp inquiries as AgencyZoom leads
Keep new prospects from disappearing into chat history. Send an inquiry to Notis and have it create or update the matching AgencyZoom lead.
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
Useful prospects can get buried in WhatsApp conversations before anyone adds them to the agency's sales pipeline.
- Turn submitted prospect details into a lead record.
- Reduce manual re-entry between messaging and the agency CRM.
- Ask Notis to flag missing information for review.
Setup
Build it in a few focused steps.
- 1Connect 2chat and AgencyZoom once in the Notis portal.
- 2Create an automation named WhatsApp Inquiry to AgencyZoom Lead.
- 3Tell Notis to use each submitted inquiry to create or update the matching AgencyZoom lead, and report missing details.
- 4Pick a Notis webhook trigger and choose where run reports should go.
- 5Test with one real inquiry sent to the webhook.
Questions about this workflow
Does this trigger automatically on every new WhatsApp message?
No 2chat trigger events are available for this package. A Notis webhook starts the automation when an HTTP request is sent to it.
What if a message does not include enough lead information?
Tell Notis to report missing details so you can review the inquiry before relying on the lead record.
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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