Keep lead status aligned with the latest inquiry
Send the milestone and lead ID in a request. Notis checks the supplied contact details, then updates the lead status you specify.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Change lead status
Changes a lead’s lifecycle status.
Why this helps
Lead stages drift when status changes live in someone's head or in a conversation outside the CRM.
- Capture a status change from a defined intake milestone.
- Check supplied details while processing the inquiry.
- Keep the update tied to the existing lead ID.
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 the lead milestone.
- 3Tell Notis to check the submitted contact details, then update the existing AgencyZoom lead to the lifecycle status explicitly supplied in the request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real request containing an existing lead ID and an allowed status.
Questions about this workflow
Can the status be chosen from context?
Specify the status in the request or clear instruction. The workflow should not assume a status from an ambiguous milestone.
What does the action update?
It updates a lead's lifecycle status and can optionally manage related workflow, pipeline, stage, source, or tags when those details are supplied and valid.
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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