Check the registered name for an AgencyZoom phone number
Add caller context to a phone number before deciding how it relates to a client record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Append Name (CNAM Lookup)
Retrieves caller name information associated with a phone number.
Why this helps
A bare phone number can leave staff guessing who called or whether it matches a client record.
- Retrieve CNAM data associated with a submitted phone number.
- Add context during a call or contact review.
- Keep the result available for staff to assess.
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 CNAM data for submitted phone numbers and report the returned name for review.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real phone number.
Questions about this workflow
Does CNAM identify the current caller with certainty?
It returns registered owner name data associated with the number. Review the result as a lookup, not proof of who placed a call.
Does this workflow find an address for the number?
No. Use the reverse phone lookup action when you need to search for associated contact details and address components.
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.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Finds contact information associated with an email address.
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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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