Add workflow contacts to AgencyZoom
When an ActiveMerge workflow collects several contacts, pass the details to Notis and create them together in AgencyZoom.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Batch create contacts
Creates up to five contacts at once.
Why this helps
Re-entering the same contact details after a document workflow adds avoidable admin to a busy day.
- Create one to five contacts in a request
- Reduce repeated entry from workflow intake
- Keep contact records available for sales work
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 which workflow requests should create one to five AgencyZoom contacts from the supplied details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real contact batch.
Questions about this workflow
How many contacts can be created in one call?
The action creates one to five new contacts in a batch.
Does it create leads too?
No. This action creates contacts. Use a lead creation action for sales leads.
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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