Move business prospect details into AgencyZoom
When a document workflow collects company and contact details, send them into AgencyZoom without another round of copying.
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
Business prospect information gathered for a document can be easy to lose before sales follow-up begins.
- Keep company and contact context together
- Create or update a business lead from a workflow request
- Cut repeat data entry
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and AgencyZoom once in the Notis portal.
- 2Create an automation in Automations, then New Automation.
- 3Describe that a business prospect request should create or update the AgencyZoom business lead from the supplied company and contact details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Send one real business prospect request to test the workflow.
Questions about this workflow
What does the request need for a business lead?
Include the company name and the detailed personal and company information you want AgencyZoom to use.
Can this start from an ActiveMerge trigger event?
ActiveMerge trigger events are not listed here. Use a Notis webhook request from the relevant workflow instead.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Agencyzoom. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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