Keep contact intake moving in small batches
Have Notis revisit a designated list on a schedule, check its details, and enter a manageable batch of contacts into AgencyZoom.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Batch create contacts
Creates up to five contacts at once.
Why this helps
Large contact lists make routine CRM upkeep feel like a project that is easy to postpone.
- Break intake into batches of up to five contacts.
- Check the supplied details before creation.
- Create a repeatable routine for list maintenance.
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 scheduled contact batches.
- 3Tell Notis where the designated contact list comes from, to check supplied details with Addressfinder, and to create no more than five contacts per AgencyZoom batch call.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with a real list containing no more than five contacts.
Questions about this workflow
What is the batch size limit?
AgencyZoom supports one to five contacts per batch create call.
Does the schedule provide the contact list?
No. Specify a source for the list that Notis can access in your instruction.
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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