Create a focused batch of AgencyZoom leads from Aeroleads
Review a manageable set of prospects on a cadence that suits your team, then put the best-fit leads into AgencyZoom.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Batch create leads
Creates up to five leads at once.
Why this helps
Large prospect lists are easy to postpone when each record must be reviewed and entered individually.
- Turn a scheduled prospect review into a manageable batch.
- Create up to five leads in one AgencyZoom batch action.
- Keep lead creation aligned with existing agency pipeline and user records.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and AgencyZoom once in the Notis portal.
- 2Create a scheduled Notis automation for prospect review.
- 3Describe the prospect criteria, batch size of up to five, and the valid AgencyZoom references to use.
- 4Choose the recurring schedule and a report destination.
- 5Test with one real batch and review each created lead in AgencyZoom.
Questions about this workflow
How many leads can one batch create?
The listed AgencyZoom action supports up to five new leads per batch.
Can Notis invent pipeline or user identifiers?
No. All referenced entity identifiers must exist in AgencyZoom. Provide the valid values from your agency configuration.
Does this run as soon as Aeroleads finds a prospect?
No. This version uses a Notis schedule to review prospects. Aeroleads has no trigger events listed here.
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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