Bring qualified business relationships into AgencyZoom
Review company relationships on a schedule and create business lead records for the ones ready for agency sales 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 opportunities are easy to overlook when business relationship records and sales follow-up live in separate tools.
- Surface business relationships ready for sales follow-up
- Keep company details with the business lead
- Reduce manual copying between systems
Setup
Build it in a few focused steps.
- 1Connect Affinity and AgencyZoom once in Notis.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3In one instruction, ask Notis to review Affinity company relationships against your criteria and create or update AgencyZoom business leads for qualifying companies.
- 4Choose a recurring schedule and the channel for run reports.
- 5Test with one real business relationship and confirm required company details are available.
Questions about this workflow
What information is needed for a business lead?
The action uses detailed personal and company information. If the organization is marked as a business, its name is required.
Does this import every company?
No. Specify which relationships qualify so the review creates or updates only the records that meet your criteria.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Agencyzoom. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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