Find the AgencyZoom prospects that need a next step
Get a focused list of actionable follow-ups instead of repeatedly scanning every prospect.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Creates a new task.
Why this helps
Prospects needing attention can disappear in a long sales list when reviews are inconsistent.
- Turn a scheduled sales review into a short list of actionable work.
- Create tasks only when a next step is clear.
- Use the available AgencyZoom data as the review basis.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Agiled once in the Notis portal.
- 2Create an automation in Automations, New Automation, and set a name and report channel.
- 3In one instruction, ask Notis to review available AgencyZoom prospects for clear follow-up needs and create an Agiled task with supplied timing and context.
- 4Pick the notis_cron trigger and choose where run reports should go.
- 5Test with one real prospect example and review both the task and run report.
Questions about this workflow
How does Notis know a prospect is stale?
Define the criteria in the prompt, such as a user-specified inactivity window. The workflow can only evaluate activity information available from AgencyZoom.
Will it create tasks when timing is unavailable?
Have the prompt report missing timing and avoid inventing a due date.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Agiled. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Agiled actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Expense
Creates a new expense.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Project
Creates a new project.
Create Task
Creates a new task.
Create Ticket
Creates a new support ticket.
Get Contacts
Retrieves contacts.
Get Currencies
Retrieves the available currencies.
Get Deals
Retrieves deals.
Get Employees
Retrieves employees.
Connect any two apps with Notis in the middle.
Agencyzoom and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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