Turn address submissions into validated Agencyzoom leads
A prospect's location should not hold up the next step. Notis can check the address with Addresszen and create or update the corresponding Agencyzoom lead.
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
New prospects can stall while someone checks an address, re-enters details and figures out whether a lead already exists.
- Start lead follow-up with a checked address.
- Reduce manual re-entry during prospect intake.
- Instruct Notis to update an existing lead when the request identifies one.
Setup
Build it in a few focused steps.
- 1Connect Addresszen and Agencyzoom once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for validated lead intake.
- 3Tell Notis to validate each submitted address with Addresszen, then create or update an Agencyzoom lead with the available prospect details when valid.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real prospect submission and ensure any referenced Agencyzoom pipeline, stage, lead source and assignee already exist.
Questions about this workflow
Can the workflow update a lead as well as create one?
The Agencyzoom action supports creating a lead or updating an existing one. The instruction should tell Notis how to identify an existing lead from the information supplied.
What if the address is not valid?
Instruct Notis to hold lead creation and report the validation result for review.
Does this action create the pipeline or stage?
No. The referenced pipeline, stage, lead source and assignee must already exist in Agencyzoom.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addresszen to Agencyzoom. A trigger fires from one place; an action lands in another.
Addresszen 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.
Addresszen and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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