Keep Adtraction partner referrals moving in AgencyZoom
Capture affiliate referrals as actionable leads so promising introductions do not disappear into a separate platform.
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
Referral details can be easy to miss when affiliate activity and sales follow-up live in different systems.
- Create or update a lead from incoming referral details.
- Carry useful partner context into the lead record when the webhook provides it.
- Reduce manual copying between affiliate and sales 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 turn incoming Adtraction referral details into an AgencyZoom lead, preserving available partner context.
- 4Choose the Notis webhook trigger and select a report channel.
- 5Test with one real referral webhook and review the run report.
Questions about this workflow
Does Adtraction provide a native Notis trigger for this workflow?
No. Start it with a Notis webhook, which receives an HTTP request. Configure Adtraction to send a referral event if that capability is available to your account.
Does this workflow require AgencyZoom pipeline identifiers?
AgencyZoom requires valid pipeline, stage, lead source, and assignee references for lead creation. Supply the correct existing values in the automation instruction or connected context.
Will every referral field be included?
Notis can only use information present in the webhook payload. If a useful detail is missing, provide it separately or leave it out.
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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