Turn AgencyZoom lead updates into ready-to-use CustomGPT conversations
Give your team a place to work through each new lead without rebuilding its context by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Conversation
Creates a conversation session for an agent.
Why this helps
Lead details arrive in one system while the next sales step happens somewhere else, making it easy to lose context.
- Start a conversation for a lead update without re-entering its context.
- Keep the lead details supplied by the webhook close to the follow-up workflow.
- Reduce time spent switching between CRM records and chatbot setup.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and CustomGPT once in Notis.
- 2Create an automation and describe how to use each webhook's lead details to start a CustomGPT conversation.
- 3Choose the Notis webhook trigger for the AgencyZoom event that sends the lead update.
- 4Choose where Notis should send run reports.
- 5Test with one real lead update and check the resulting conversation.
Questions about this workflow
What starts this workflow?
A Notis webhook starts it when AgencyZoom or an approved integration sends an HTTP request with lead details.
Does this send a sales message to the lead?
No. The listed CustomGPT action starts a conversation session. It does not send a message to the lead.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Customgpt. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Customgpt actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete CustomGPT Project
Permanently deletes a project.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Activate Persona Version
Restores a previous persona version as active and adds a new history entry; requires Custom plan.
Delete CustomGPT Project License
Deletes a license from a project.
Add Source to Project
Adds a source to an agent’s knowledge base; indexing begins immediately.
Get Project License
Retrieves a license for a specific project.
Clone CustomGPT Project
Clones an agent, including its knowledge base, persona, and settings.
Get Project Settings
Retrieves the settings for a project.
Create Conversation
Creates a conversation session for an agent.
Connect any two apps with Notis in the middle.
Agencyzoom and Customgpt, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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