Add phone numbers to AgencyZoom prospect records
Give your team a better next step when a promising prospect record has no usable phone number.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Append Phone to Contact
Finds phone numbers associated with a person's name and address.
Why this helps
A prospect record without a phone number can stall follow-up while someone searches for contact details manually.
- Find phone numbers associated with a prospect's name and address.
- Reduce manual lookup before a sales follow-up.
- Review returned numbers before updating a client record.
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 look up phone numbers for submitted prospects with a name and address, then report results for review.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real prospect record.
Questions about this workflow
What information should the webhook provide?
Provide the prospect's name and postal address so Data247 can search for associated phone numbers.
Will the automation call the prospect?
No. The selected Data247 action looks up phone numbers; it does not place calls.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Data247.