Create a new AgencyZoom sales opportunity
Give a document-driven sales request a clear place in AgencyZoom by creating a new opportunity from its supplied details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create an opportunity
Creates a new lead opportunity.
Why this helps
Sales work can start in a document workflow before anyone has time to record the opportunity in AgencyZoom.
- Record new opportunity details in AgencyZoom
- Reduce manual context transfer
- Make sales work easier to track
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 ActiveMerge requests should create a new AgencyZoom opportunity and include its required details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real request and confirm its referenced AgencyZoom entities exist.
Questions about this workflow
Can this edit an existing opportunity?
No. It creates a new lead opportunity and cannot update an existing one.
What should be checked before testing?
Make sure any referenced lead and other entity IDs are valid in AgencyZoom.
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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