Keep WhatsApp referral context with AgencyZoom leads
Capture who referred a prospect alongside the inquiry, so your team can follow up with the right context already in view.
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
Referral attribution is easy to forget when prospect details are entered later from a separate chat.
- Preserve referral details submitted with the prospect inquiry.
- Keep the prospect and referral context in one sales record.
- Flag missing source 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 Referral Lead with Source.
- 3Tell Notis to create or update the matching lead from each submitted referral and include supplied source details when available.
- 4Pick a Notis webhook trigger and choose where run reports should go.
- 5Test with one real referral and valid AgencyZoom source and pipeline references.
Questions about this workflow
Can Notis look up configured lead sources?
This workflow uses the create lead action. If you need to identify valid source IDs first, use AgencyZoom's lead source list in a separate workflow or provide the correct reference in the request.
What happens when the referral source is unknown?
Tell Notis to flag the source as missing for review rather than inventing a source value.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Agencyzoom.