Turn prospect research into a ready-to-review list
Let a scheduled review find prospect records to research, then use Agenty to gather public details in one existing list.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Add List Rows
Add rows to an existing list.
Why this helps
Prospect research often gets spread across browser tabs and notes, making useful context hard to revisit.
- Find prospects that need additional public research.
- Use Agenty to collect structured details from relevant pages.
- Keep researched rows together in an existing Agenty list.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Agenty once in Notis.
- 2Create an automation and describe which prospects to research and what information to collect.
- 3Pick a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real prospect and verify the existing Agenty list schema supports the rows.
Questions about this workflow
Does this create a new Agenty list?
No. The selected action adds rows to an existing list, so that list must already exist and its schema must support the data.
Can it research every prospect automatically?
Describe the scope in your instruction. Use a manageable set of relevant prospects for the initial run and review the results.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Agenty. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Agenty actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add List Rows
Add rows to an existing list.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Agent
Creates an agent for web scraping, monitoring, or crawling.
Get Agent Templates
Lists public agent templates and sample agents.
Delete Agent by ID
Permanently deletes an agent.
Fetch all agents
Lists all active agents in the account.
Get Agent by ID
Retrieves the details and configuration of an agent.
Update Agent by ID
Updates an existing agent’s configuration and details.
Create API Key
Creates an API key for programmatic access to your account.
Connect any two apps with Notis in the middle.
Agencyzoom and Agenty, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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