Route business partner referrals into AgencyZoom
Keep business prospects from affiliate partnerships visible to the people responsible for agency growth.
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
Business referrals may arrive through affiliate channels without a consistent handoff to the sales team.
- Create or update a business lead from referral details.
- Preserve company and contact information supplied with the referral.
- Reduce delays between partner introduction and sales review.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and AgencyZoom once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create or update an AgencyZoom business lead from each incoming Adtraction referral that contains business details.
- 4Choose the Notis webhook trigger and select a report channel.
- 5Test with one real business referral and review the result.
Questions about this workflow
What happens if a referral has no company name?
AgencyZoom requires an organization name when the business lead is marked as a business. The automation should create a business lead only when that required information is available.
Can this handle individual referrals too?
This workflow is for business referrals. Use a separate lead intake instruction for individual prospects if you want them handled differently.
What if Adtraction does not send business details?
The workflow can only use fields present in the webhook. Add needed context to the incoming request or omit the incomplete record from business lead creation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Agencyzoom. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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