Research a lead source before the next follow-up
Ask for a source check and get the task's returned dataset items in a focused report.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Run Task Sync & Get Dataset Items
Run an Actor task synchronously and return dataset items; the request times out after 300 seconds.
Why this helps
Lead-source context can be scattered across tabs, making follow-up slower and easier to postpone.
- Request a focused source research run when a lead needs context.
- Retrieve the task's dataset items for review.
- Keep decisions about client records in your sales workflow.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Apify once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it Lead Source Research.
- 3Tell Notis which existing Apify task to run and which lead source details to summarize from its dataset items.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real lead-source question and review the returned items before using them.
Questions about this workflow
Will this write research into a client record?
No. The selected action runs an Apify task and retrieves dataset items. It does not update AgencyZoom records.
Can it research private lead data?
Only provide data and collection instructions that the selected Actor can access and that you are authorized to use.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Apify. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Apify actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Actor
Creates a new Actor with the specified configuration.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get user builds list
View a paginated history of a user’s builds across all actors.
Create Dataset
Creates a new dataset.
Abort Actor Build
Abort an Actor build that is starting or running; terminal builds are unaffected.
Create Actor Task
Creates a task for an Actor.
Delete Actor Build
Permanently delete an Actor build; the Actor’s default build cannot be deleted.
Create Task Webhook
Creates a webhook to notify external systems about task runs.
Get Actor Build
View details for an Actor build, optionally waiting for it to finish.
Connect any two apps with Notis in the middle.
Agencyzoom and Apify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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