Create a small batch of AgencyZoom leads at once
For intake workflows that collect several prospects together, turn one request into up to five AgencyZoom leads.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Batch create leads
Creates up to five leads at once.
Why this helps
Entering a handful of prospects one by one can interrupt the work you were trying to finish.
- Create up to five leads in one batch
- Keep intake details grouped in a single request
- Avoid repeated manual 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 each intake request should create up to five AgencyZoom leads from its supplied prospect details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real batch and confirm all referenced AgencyZoom entities exist.
Questions about this workflow
How many leads can one batch create?
The AgencyZoom action supports up to five leads per batch.
What must already exist in AgencyZoom?
Referenced entities such as pipeline, user, and custom field names must exist. If a lead is a business, its organization name is 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
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.