Create AgencyZoom leads from ActiveMerge document requests
Keep a prospect's details with the work generated for them. Send the relevant request data to Notis and let it create or update the 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.
Why this helps
Prospect details can get stranded in document workflows, leaving you to recreate them in the sales system.
- Create or update a lead from request details
- Reduce manual re-entry between document and sales workflows
- Keep follow-up context in AgencyZoom
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 each relevant ActiveMerge request should create or update an AgencyZoom lead using the supplied details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Send one real request as a test and review the AgencyZoom result.
Questions about this workflow
Does ActiveMerge provide the trigger for this automation?
No ActiveMerge trigger event is listed. Notis starts this workflow when an HTTP request reaches its webhook, such as from an ActiveMerge workflow you configure to send one.
What information should the request include?
Include the lead details AgencyZoom needs, including valid pipeline, stage, lead source, and assignee references when those are required.
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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