Keep contact checks with the AgencyZoom lead
Notis checks the submitted contact details and records the useful result on the lead, so the context stays with the record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a lead note
Adds a note to an existing lead.
Why this helps
Verification details scattered across messages are easy to lose when someone else picks up the lead.
- Keep validation context on the lead record.
- Make unavailable checks explicit for the next person.
- Avoid manually copying verification results into a separate note.
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 lead verification notes.
- 3Tell Notis to check the submitted contact details with Addressfinder and add a concise note to the existing AgencyZoom lead identified in the request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real request using an existing lead ID.
Questions about this workflow
Does this update an existing note?
No. The AgencyZoom action adds a new lead note and cannot edit existing notes.
What must the request include?
Include an existing AgencyZoom lead ID and the contact details to check.
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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