Bring selected Aeroleads contacts into AgencyZoom in batches
Move a few useful contacts at a time into AgencyZoom, with a predictable review that is easier to keep up with.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Batch create contacts
Creates up to five contacts at once.
Why this helps
Entering contact details one by one adds friction between finding a prospect and starting a useful conversation.
- Create one to five new contacts in a batch.
- Reduce repetitive contact entry across tools.
- Review selected prospects on a schedule that fits your process.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and AgencyZoom once in the Notis portal.
- 2Create a scheduled Notis automation for selected contact intake.
- 3Describe which Aeroleads people to include and that each run should create no more than five AgencyZoom contacts.
- 4Choose the schedule and where run reports should go.
- 5Test with one real contact batch and check the created contacts.
Questions about this workflow
How many contacts can this create at once?
The action supports one to five new contacts in a single batch call.
Does the action update existing contacts?
The supplied action description says it creates new contacts. Do not rely on it to update or deduplicate existing contacts.
Can I use this to import every Aeroleads contact?
It is intended for a small selected batch. Specify a meaningful prospect criterion and keep each action batch within the one-to-five limit.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Agencyzoom.