Prepare for prospect follow-ups with a website brief
Send a prospect website URL and get the useful details gathered in one place before you follow up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Query Data
Extracts structured data from a web page using a query or prompt.
Why this helps
Preparing for a prospect call can mean switching between AgencyZoom, browser tabs, and scattered notes.
- Collect key public details from a prospect website in one pass.
- Reduce tab switching before sales calls.
- Keep the requested facts tied to the supplied website.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and AgentQL once in Notis.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to use the supplied prospect URL to extract the company overview, services, locations, and relevant contact details as a brief.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real prospect URL and review the extracted details.
Questions about this workflow
What starts this workflow?
An HTTP request to its Notis webhook starts it. Include a prospect website URL in the request.
Does it read private AgencyZoom records automatically?
The workflow uses the information supplied to its webhook and the public website URL you provide. It does not assume an AgencyZoom event trigger.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Agentql. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Agentql actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Query Data
Extracts structured data from a web page using a query or prompt.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get AgentQL Usage Statistics
Retrieve account API usage statistics and subscription limits.
Create Remote Browser Session
Creates a remote browser session for browser automation.
Connect any two apps with Notis in the middle.
Agencyzoom and Agentql, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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