Turn Aeroleads prospects into AgencyZoom leads
Give each promising prospect a clear home in AgencyZoom, with the context your team needs to pick up the next step.
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
Promising prospects can sit in a prospecting tool without an owner or a clear place in the agency sales workflow.
- Create or update leads from incoming prospect details.
- Reduce time spent switching between prospecting and sales systems.
- Use your agency's existing pipeline, stage, source, and assignee references.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and AgencyZoom once in the Notis portal.
- 2Create a Notis automation for prospect intake.
- 3Describe which incoming Aeroleads prospects should become AgencyZoom leads and provide the valid agency references the action needs.
- 4Choose the webhook trigger and a report destination.
- 5Test with one real prospect and confirm its AgencyZoom lead record.
Questions about this workflow
Does this workflow choose a pipeline or assignee for me?
No. The action requires valid AgencyZoom pipeline, stage, lead source, and assignee references. Include the agency-approved values in the prompt or supplied context.
Can this update an existing lead?
The listed AgencyZoom action can create a new lead or update an existing one. Tell Notis how to recognize an existing record using the available prospect details.
What starts the automation?
A request to the Notis webhook starts it. Aeroleads does not expose a trigger event in the provided event list.
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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