Schedule business prospect discovery into AgencyZoom
Set a target profile once, then let a recurring review find relevant businesses and prepare them as AgencyZoom leads.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create business lead
Creates or updates a business lead.
Why this helps
Business prospecting loses momentum when research, qualification, and CRM entry are separate manual sessions.
- Make business prospecting a repeatable routine.
- Send selected company details into AgencyZoom as business leads.
- Keep the search criteria and qualification rules in one plain-language instruction.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and AgencyZoom once in the Notis portal.
- 2Create a scheduled Notis automation for business prospect discovery.
- 3Describe the target company profile, qualification rules, and how qualifying businesses should be created or updated in AgencyZoom.
- 4Choose the recurring schedule and a report destination.
- 5Test with one real search result and confirm the business lead in AgencyZoom.
Questions about this workflow
Can this run a search without a prospect list?
The prompt can ask the connected Aeroleads MCP or API to discover businesses based on criteria you supply. The schedule starts the Notis automation.
What if a discovered business lacks its organization name?
AgencyZoom requires an organization name when creating a business lead. Exclude incomplete results or supply the missing name before creating the record.
Can I change the target market later?
Yes. Update the automation's plain-language criteria to reflect your current target profile.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Agencyzoom. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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