Create Close leads from qualified AgencyZoom prospects
Move a qualified prospect into Close with the core details already attached.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Lead
Creates a new lead in the sales pipeline.
Why this helps
Qualified prospects can stall when someone has to re-enter basic company and contact information by hand.
- Reduce duplicate entry when a prospect is ready for Close.
- Carry company and contact details included in the incoming signal.
- Keep lead creation tied to an explicit qualification event supplied by your process.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Close once in the Notis portal.
- 2Create an automation named for qualified prospect intake.
- 3Tell Notis to create a Close lead from the company and contact information in the incoming AgencyZoom signal, and to flag missing required details in its report.
- 4Select the webhook trigger, choose a report channel, and test with one real qualified prospect.
Questions about this workflow
Does this assume a specific AgencyZoom qualification field?
No. Send the qualification signal and the details your process provides; the automation should not assume an undocumented field.
What should happen if no company name is provided?
Ask Notis to report the missing information rather than creating a lead with invented company details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Close. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Close actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create SMS Message
Creates an SMS activity to log a sent, received, or draft message.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Call
Creates a record of an inbound or outbound call.
Create Email
Create Lead
Creates a new lead in the sales pipeline.
Create Task
Creates a task to track a to-do item.
Delete Call
Deletes a call record; this action cannot be undone.
Get Notes
Retrieves recorded notes.
Get Contact
Retrieves a contact by ID.
Connect any two apps with Notis in the middle.
Agencyzoom and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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