Turn Qualified AgencyZoom Leads Into Ready-to-Message Contacts
Keep qualified prospects from stalling while someone copies their details between systems. Send a webhook when qualification is confirmed, and Notis can create a 2chat contact from verified information.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact
Creates a new contact.
Why this helps
A promising lead is ready for follow-up, but manually transferring their details delays the first conversation and invites entry errors.
- Reduce manual contact entry after qualification.
- Require a first name and at least one verified contact detail before creating the contact.
- Keep the handoff focused on leads ready for a conversation.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and 2chat once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for qualified lead contact creation.
- 3Tell Notis to create a 2chat contact only when the incoming request confirms qualification and provides a verified first name plus email, phone, or address.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real qualified lead request and review the result.
Questions about this workflow
Does AgencyZoom provide a trigger event for this workflow?
No. Start the automation with a Notis webhook and send a request when your process confirms that a lead is qualified.
What information is needed to create the contact?
Provide a verified first name and at least one contact detail: email, phone, or address.
Will this send a WhatsApp message?
No. The available action creates a 2chat contact. It does not send a message.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to 2chat. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
2chat actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Contact
Creates a new contact.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get API Usage Info
Retrieves current usage and account information.
List Contacts
Lists the contacts in your account.
List Webhook Subscriptions
Lists webhook subscriptions for messaging and phone call events.
Test API Key
Checks whether authentication is valid and retrieves account information.
Connect any two apps with Notis in the middle.
Agencyzoom and 2chat, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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