Batch intake checked contacts into AgencyZoom
Send a small group of contact records together. Notis checks the supplied details and creates the contacts 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
Entering several new contacts one by one adds friction and makes small data errors easy to miss.
- Process up to five contacts in one AgencyZoom batch action.
- Review validation outcomes alongside intake results.
- Reduce repetitive contact entry.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and AgencyZoom once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for contact batch intake.
- 3Tell Notis to check the submitted contact details with Addressfinder and create up to five contacts in AgencyZoom, reporting any missing or unverified information.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real request containing one to five contacts.
Questions about this workflow
How many contacts can this create at once?
The AgencyZoom batch create contacts action supports one to five contacts per call.
What if a request contains more than five?
Keep each request within the action's supported limit or ask Notis to report that the batch needs to be split.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Agencyzoom. A trigger fires from one place; an action lands in another.
Addressfinder 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.
Addressfinder and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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