Review qualified deals and create AgencyZoom leads
A scheduled pass can move ready-to-work opportunities into your agency lead process with the context needed to follow up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create lead
Creates a new lead or updates an existing one.
Why this helps
Opportunities can sit in a relationship pipeline after they are ready for an agency sales process.
- Catch opportunities ready for agency follow-up
- Reduce repetitive lead entry
- Keep creation tied to explicit qualification criteria
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 deals for your stated qualification criteria and create or update AgencyZoom leads using valid existing pipeline, stage, source, and assignee references.
- 4Choose a recurring schedule and the channel for run reports.
- 5Test with one real qualified deal and review the AgencyZoom result.
Questions about this workflow
Can this decide which deals are qualified?
Yes, if you specify clear qualification criteria. Notis can only evaluate information available from Affinity.
What if the AgencyZoom pipeline references are missing?
The lead action requires valid existing pipeline, stage, lead source, and assignee references. Supply them or make them available 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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