Give every AgencyZoom lead a better-informed follow-up
Turn a new lead alert into a focused browser research session, with the details your team needs to follow up confidently.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Browser Session
Deprecated action for creating a browser session.
Why this helps
Reps lose time switching between client records and browser tabs to understand who a lead is and what may matter to them.
- Reduce manual prospect research before outreach.
- Give follow-up a consistent starting point.
- Keep research tied to the incoming lead context.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Browserbase tool once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to use each incoming lead's available details to start a Browserbase session and gather relevant public business context for the sales team.
- 4Choose notis_webhook as the trigger and select where run reports should go.
- 5Test with one real lead and confirm the session starts and its report is useful.
Questions about this workflow
Does AgencyZoom provide the trigger for this workflow?
No. AgencyZoom has no exposed trigger events here, so a Notis webhook starts the automation when your system sends an HTTP request.
What can the browser research include?
Ask Notis to review public sources that are relevant to the lead. Any needed lead fields must be present in the webhook payload or supplied another way.
Does this send a follow-up automatically?
No. This workflow starts a browser session for research; a person can use the findings to prepare the follow-up.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Browserbase tool. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Browserbase tool actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Contexts create
Deprecated compatibility action for creating a browser context.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Contexts get
Deprecated compatibility action for retrieving a browser context.
Update Browser Context
Updates a browser context to provide fresh upload and encryption details.
Create Browser Session
Deprecated action for creating a browser session.
Create Browser Context
Creates a reusable browser context.
Create Browser Session
Creates an isolated browser session and returns its connection details.
Download Session Artifacts
Downloads a completed session’s generated files as a ZIP archive.
Delete a browser context
Permanently deletes a browser context and all its stored data.
Connect any two apps with Notis in the middle.
Agencyzoom and Browserbase tool, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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