Keep lead status aligned with deal outcomes
Pass an outcome from Affinity to Notis and update the corresponding AgencyZoom lead status.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Change lead status
Changes a lead’s lifecycle status.
Why this helps
Different status across deal and agency records makes it harder to tell which opportunities still need attention.
- Keep lifecycle status current across systems
- Make won, lost, or active outcomes easier to act on
- Avoid manual status updates after a decision
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 update the specified AgencyZoom lead to the submitted valid lifecycle status when an Affinity outcome arrives.
- 4Choose the webhook trigger and the channel for run reports.
- 5Test with one real outcome and an existing AgencyZoom lead.
Questions about this workflow
Which statuses can this action manage?
The action updates a lead lifecycle status such as active, won, lost, or x-dated. Use a valid status and lead ID.
Will it change workflow or pipeline too?
The action can optionally manage workflow, pipeline, stage, source, or associated tags, but those details must be valid for your AgencyZoom setup.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Agencyzoom.