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Notis

Create Agencyzoom business leads with verified locations

Capture company details once, check the location with Addresszen and pass the verified information into Agencyzoom for business lead follow-up.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create business lead

Creates or updates a business lead.

Why this helps

B2B intake often mixes company and contact details, leaving teams to verify locations and clean up records later.

  • Check company locations before recording business leads.
  • Keep company and personal details together in Agencyzoom.
  • Reduce manual address cleanup for B2B intake.

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 verified business intake.
  • 3In one instruction, ask Notis to validate the submitted company location with Addresszen and create or update the Agencyzoom business lead when the address is usable.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real business submission; include an organization name whenever the lead is marked as a business.

Questions about this workflow

What information is required for a business lead?

The Agencyzoom action handles personal and company information, and requires an organization name when the record is marked as a business.

Will an unverified location still create a lead?

You can instruct Notis to stop and report the result when Addresszen cannot verify the location.

Can Addresszen check locations submitted in natural language?

Addresszen supports natural language access through its MCP or direct API; the workflow asks Notis to use it to check the submitted location.

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.

TriggerScheduled

Authenticate for JWT via V4 SSO

Completes sign-in by exchanging an authorization code for an access token.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Batch create contacts

Creates up to five contacts at once.

ActionInstant

Batch create leads

Creates up to five leads at once.

ActionInstant

Batch delete tasks

Permanently deletes multiple tasks.

ActionInstant

Change lead status

Changes a lead’s lifecycle status.

ActionInstant

Mark task as completed

Marks an existing task as completed.

ActionInstant

Create a customer note

Adds a note to an existing customer’s profile.

ActionInstant

Create a driver for an opportunity

Creates a driver record for an existing opportunity.

ActionInstant

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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