Turn verified prospect details into an AgencyZoom lead
Send new prospect details once. Notis checks the contact data with Addressfinder and puts the result into AgencyZoom for follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create lead
Creates a new lead or updates an existing one.
Why this helps
Typing unverified contact details into a CRM creates avoidable cleanup and makes it easier for a promising inquiry to get lost.
- Check address, email, and phone details before CRM entry.
- Reduce duplicate data cleanup by asking AgencyZoom to create or update the lead.
- Keep prospect intake in one short 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 give it a clear name.
- 3Tell Notis to check the submitted address, email, and phone with Addressfinder, then create or update the AgencyZoom lead with the verified details and note any unavailable checks.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real prospect request that includes the details Addressfinder should check.
Questions about this workflow
What starts this workflow?
An HTTP request to its Notis webhook starts it. Include the prospect details you want checked.
Does Addressfinder start the workflow?
No. Addressfinder has no trigger events in this setup. The webhook starts the workflow, and Notis can use Addressfinder during the run.
Will missing data be guessed?
No. Ask Notis to report unavailable checks and avoid filling in details that were not supplied or verified.
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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