Capture company details as business leads
Send company information from processed documents into AgencyZoom so your team can pick up 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
Company details buried in documents can be tedious to re-enter before a timely sales follow-up.
- Reduce re-entry of company information
- Keep business prospects in AgencyZoom
- Make extracted details available for sales follow-up
Setup
Build it in a few focused steps.
- 1Connect Affinda and AgencyZoom once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to use extracted company and contact details from each webhook request to create or update an AgencyZoom business lead.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real company document and inspect the resulting lead.
Questions about this workflow
What does this workflow do with business details?
It uses details supplied in the webhook request to create or update a business lead in AgencyZoom.
What if the document does not include a company name?
The AgencyZoom action requires an organization name when the lead is marked as a business. Include it in the source data or have Notis report that the record needs review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Agencyzoom. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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