Keep lead source options easy to check
Maintain a current reference to configured lead sources and their categories for the workflows that create or update AgencyZoom leads.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get lead sources
Lists the configured lead sources.
Why this helps
Outdated lead source notes make it harder to keep new records consistent.
- Retrieve configured source names and IDs regularly
- Keep intake instructions grounded in current options
- Make source selection easier to review
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom once in the Notis portal.
- 2Create an automation in Automations, then New Automation.
- 3Describe that the workflow should retrieve configured AgencyZoom lead sources on a recurring schedule for reference.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test one run and review the returned source details.
Questions about this workflow
Does this include source performance statistics?
No. It returns configured lead sources, their IDs, sales exclusion status, and category IDs, not statistical performance.
Can it create or change lead sources?
No. This action only retrieves the configured list.
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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