Keep partner context beside the lead
Make the referral story easy to find when a teammate opens a lead to prepare for follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a lead note
Adds a note to an existing lead.
Why this helps
Sales conversations lose useful context when partner details stay outside the CRM record.
- Add referral context to an existing lead record.
- Give teammates a concise summary of the partner introduction.
- Reduce repeated searches across affiliate and CRM systems.
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 find matching existing AgencyZoom leads and add a concise note with the relevant Adtraction referral context.
- 4Pick a recurring schedule as the trigger and choose where run reports go.
- 5Test with one real matched referral and review the note.
Questions about this workflow
Will the workflow create a lead if no match exists?
No. This workflow adds a note to an existing lead. Create a separate intake workflow for unmatched referrals.
How does Notis match the referral to a lead?
Use identifiers or contact details available from both systems. If there is no reliable shared identifier, include a matching rule in the instruction or expect unmatched items to be skipped.
Can it edit an existing note?
No. The AgencyZoom action adds a new lead note and cannot edit or retrieve existing notes.
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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