Bring Affinity contacts into AgencyZoom
Send a person’s details from Affinity to Notis and have AgencyZoom create a contact for your team.
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
Copying contact details between relationship and agency systems creates duplicate work and stale records.
- Reduce repeated contact entry
- Keep agency records current from submitted Affinity details
- Review each run in your chosen report channel
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 create an AgencyZoom contact from each submitted Affinity person record and avoid duplicates where identity is clear.
- 4Choose the webhook trigger and the channel for run reports.
- 5Test with one real Affinity contact.
Questions about this workflow
Does Affinity start this automatically?
Affinity has no listed trigger events for this workflow. A Notis webhook starts it when an HTTP request is sent.
What contact details should I send?
Send the contact details available from Affinity that AgencyZoom needs. Notis can only use details included in the request or accessible through the connected account.
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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