Give every checked inquiry a next step
When an inquiry arrives, Notis checks the supplied details and creates a follow-up task in AgencyZoom using the provided record identifiers or contact email.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create task post endpoint
Creates a task.
Why this helps
A checked inquiry can still go nowhere if nobody captures the follow-up as a task.
- Turn an inquiry into a visible next action.
- Check supplied contact details before task creation.
- Link the task using identifiers or contact email provided in the request.
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 inquiry follow-up.
- 3Tell Notis to check the submitted contact details with Addressfinder and create an AgencyZoom follow-up task using the supplied contact email, customer ID, or lead ID when available.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real request that includes the contact details and a valid AgencyZoom identifier or email.
Questions about this workflow
What is needed to link the task?
Supply a valid customer ID, lead ID, or contact email. An assignee ID can also be supplied if task assignment is needed.
Will this create a lead if one is missing?
No. This workflow creates a task. Provide an existing AgencyZoom record identifier or contact email as appropriate.
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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