Move qualified Aeroleads businesses into AgencyZoom
A new business prospect comes in. Notis can create its AgencyZoom business lead while your team stays focused on the conversation.
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
Copying company and contact details between prospecting and agency systems takes time and invites missed or inconsistent records.
- Reduce manual entry for qualified business prospects.
- Keep company and contact context together in AgencyZoom.
- Start from an incoming webhook when a prospect meets your qualification criteria.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and AgencyZoom once in the Notis portal.
- 2Create an automation in Notis and name it for qualified business lead intake.
- 3Describe that each incoming qualified Aeroleads business prospect should be created or updated as a business lead in AgencyZoom.
- 4Choose the webhook trigger and select where Notis should send run reports.
- 5Test with one real qualified business prospect and review the AgencyZoom result.
Questions about this workflow
Does Aeroleads start this workflow automatically?
Aeroleads has no listed trigger events for this package. An HTTP request to the Notis webhook starts the automation, and the prompt can use Aeroleads through its connected MCP or API.
What kind of prospect is this for?
It is for a qualified business prospect with enough supplied information to create or update a business lead in AgencyZoom.
Can the automation create a business lead with missing company details?
The AgencyZoom action requires an organization name when the record is marked as a business. Supply that information in the incoming prospect context.
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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