Create contacts from extracted details
Move contact details out of processed documents and into AgencyZoom, ready for your team to use.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Batch create contacts
Creates up to five contacts at once.
Why this helps
Re-entering contact information from documents adds friction before a team can continue its work.
- Reduce manual contact entry
- Keep contact details available in AgencyZoom
- Create a small batch of contacts in one action
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 name it.
- 3Tell Notis to create AgencyZoom contacts from the contact details in each webhook request, limiting each batch to five contacts.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real document and confirm the contacts created.
Questions about this workflow
How many contacts can one action create?
The AgencyZoom batch action supports one to five new contacts per call.
Does this action update an existing contact?
The listed action creates new contacts. Have Notis flag possible duplicates for review rather than assuming this action updates them.
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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