Turn reviewed business documents into leads
Give extracted company details a regular path into AgencyZoom for B2B follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create business lead
Creates or updates a business lead.
Why this helps
Company documents and extracted findings can accumulate before anyone creates the corresponding sales record.
- Create a repeatable review routine for company documents
- Reduce re-entry of extracted company details
- Keep business prospects in AgencyZoom
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 review the available Affinda business document results for a specified period and create or update AgencyZoom business leads from records with an organization name.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real company result and review the lead.
Questions about this workflow
What happens when a company name is missing?
AgencyZoom requires an organization name when the lead is marked as a business. Have Notis report incomplete records for review.
How often can this run?
Choose the recurrence in the Notis schedule trigger based on how often your team wants to review new results.
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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