Bring checked business inquiries into AgencyZoom
Turn a business inquiry into an AgencyZoom record with contact details checked and gaps called out.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create business lead
Creates or updates a business lead.
Why this helps
Business inquiries often arrive with a mix of company and personal details that are hard to verify while switching between tools.
- Check supplied contact details before creating the business record.
- Keep company and contact intake together.
- Make missing or unverified details visible for the next step.
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 business inquiry intake.
- 3Tell Notis to validate the submitted contact details with Addressfinder, create or update the AgencyZoom business lead, and report checks that could not be completed.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real business inquiry containing company and contact details.
Questions about this workflow
What information should the request include?
Include the business and contact details you want Notis to process. Addressfinder can only check information supported by its available tools.
Does this create a business lead?
It uses AgencyZoom's create business lead action, which can create or update a business lead.
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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