Add context to a phone number in an AgencyZoom record
Check associated phone details when a client contact number needs a closer look before follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Reverse Phone Lookup
Look up information associated with a phone number.
Why this helps
A phone number without context can leave a team unsure whether it is useful for the next client conversation.
- Look up details associated with a supplied phone number.
- Review carrier or location information when returned.
- Keep the lookup result with the Notis run report.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Datagma once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to use Datagma to reverse-lookup the phone number included in each request and summarize returned details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real number that your team is authorized to research.
Questions about this workflow
What does the reverse lookup return?
Datagma can return information associated with a phone number, such as carrier or location, when available.
Does the lookup verify who owns the number?
The action returns associated lookup information. Review the result and confirm it through your normal process before relying on it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Datagma. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Datagma 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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When this happens · Trigger
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