Send business inquiries to Agencyzoom
Keep company details and the interested contact together when a business inquiry reaches sales.
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.
Why this helps
A promising company inquiry can lose context when company and contact information are copied separately.
- Create or update a business lead from supplied company details.
- Keep the contact and organization information in one sales handoff.
- Avoid retyping information from campaign inquiries.
Setup
Build it in a few focused steps.
- 1Connect Activecampaign and Agencyzoom once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create or update an Agencyzoom business lead using the company and contact details in each request.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real business inquiry; include an organization name when the lead is a business.
Questions about this workflow
What has to be in the request?
Include the company and personal details needed for the business lead. Agencyzoom requires an organization name when the lead is marked as a business.
Does this find company information automatically?
No. The workflow can use details included in the request; it does not look up missing company or contact data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Agencyzoom. A trigger fires from one place; an action lands in another.
Active campaign 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
Completes sign-in by exchanging an authorization code for an access token.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Batch create contacts
Creates up to five contacts at once.
Batch create leads
Creates up to five leads at once.
Batch delete tasks
Permanently deletes multiple tasks.
Change lead status
Changes a lead’s lifecycle status.
Mark task as completed
Marks an existing task as completed.
Create a customer note
Adds a note to an existing customer’s profile.
Create a driver for an opportunity
Creates a driver record for an existing opportunity.
Connect any two apps with Notis in the middle.
Active campaign 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.