Keep Aeroleads research with the AgencyZoom lead
Bring the useful context from prospect research into the lead record, so the next person can continue without restarting.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a lead note
Adds a note to an existing lead.
Why this helps
Research context is easy to lose when it stays in a separate prospecting tool or conversation.
- Preserve relevant prospect research beside an existing lead.
- Reduce repeated research and context switching.
- Make useful details available to teammates who continue the conversation.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and AgencyZoom once in the Notis portal.
- 2Create a Notis automation for research note capture.
- 3Describe which research details to summarize and add to the existing AgencyZoom lead.
- 4Choose the webhook trigger and a report destination.
- 5Test with one real lead and review the new note.
Questions about this workflow
Can this create the lead if it does not exist?
No. The lead note action requires an existing lead ID. Create or identify the AgencyZoom lead before sending the note.
Can it edit an older note?
No. The action adds a new note and cannot edit or retrieve existing notes.
What research should the note contain?
Specify the relevant details in the automation prompt, such as business context or contact information, and avoid adding unrelated prospect data.
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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