Enrich AgencyZoom contact profiles for review
Bring more context into a client record review when a name and address are already available.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Append Profile Data
Retrieves identity, contact, demographic, property and vehicle details to enrich a consumer profile.
Why this helps
Scattered profile details can make it harder to prepare for a client conversation or assess a record.
- Request a consumer profile based on a person's name and address.
- Review returned identity, contact, demographic, property, and vehicle details.
- Reduce manual research before a record review.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Data247 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve profile data for selected AgencyZoom contacts with a name and address, and summarize returned details for review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real contact.
Questions about this workflow
What inputs does this lookup use?
The action retrieves a profile based on a person's name and address.
Should every returned detail be treated as confirmed?
Review returned details against your records before relying on them or updating a client profile.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Data247. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Data247 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Append Email by Name and Address (v2)
Finds email addresses associated with a person’s name and postal address.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Append Gender by First Name
Estimates a person's gender from their first name.
Append Name (CNAM Lookup)
Retrieves caller name information associated with a phone number.
Append Phone to Contact
Finds phone numbers associated with a person's name and address.
Append Property Data
Retrieves property details, including ownership and financial information.
Append Profile Data
Retrieves identity, contact, demographic, property and vehicle details to enrich a consumer profile.
Append Reverse Email Lookup
Finds contact information associated with an email address.
Append Reverse Phone Lookup
Finds contact details associated with a phone number.
Connect any two apps with Notis in the middle.
Agencyzoom and Data247, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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