Move qualified Affinity deals into AgencyZoom
When a deal is ready for agency follow-up, pass its context to Notis and create a lead in AgencyZoom.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create lead
Creates a new lead or updates an existing one.
Why this helps
Qualified opportunities can stall when someone has to re-enter deal context into a separate sales system.
- Carry deal context into the agency sales process
- Create a lead when an opportunity is ready for follow-up
- Surface missing required AgencyZoom references in run reports
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 lead from a submitted qualified Affinity deal, using valid existing pipeline, stage, source, and assignee references.
- 4Choose the webhook trigger and the channel for run reports.
- 5Test with one real deal and confirm the required AgencyZoom references are available.
Questions about this workflow
Can Notis invent pipeline or stage IDs?
No. The AgencyZoom action requires valid existing pipeline, stage, lead source, and assignee references. Provide them or ensure they are available through the connected account.
What starts this workflow?
A Notis webhook starts it when an HTTP request is sent with the deal information.
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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