Keep AgencyZoom prospects from slipping through the cracks
Bring relevant DocsBot leads into a simple recurring review so the next follow-up is easier to prepare.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Bot Leads
Lists a bot’s captured leads.
Why this helps
Captured prospect details can remain scattered across records, making it harder to prioritize the next useful follow-up.
- Review captured leads with date filtering where supported.
- Highlight AgencyZoom-related prospects for team attention.
- Make prospect follow-up preparation more consistent.
Setup
Build it in a few focused steps.
- 1Connect DocsBot and AgencyZoom in Notis once.
- 2Create an automation and instruct Notis to list relevant leads and summarize supplied AgencyZoom context.
- 3Choose a recurring Notis cron schedule.
- 4Choose where run reports should go and test with one real lead-list example.
- 5Provide the DocsBot team and bot identifiers and any date range or topic criteria.
Questions about this workflow
Will this update lead records in AgencyZoom?
No. It lists DocsBot leads and summarizes them. It does not write to AgencyZoom.
Can it identify AgencyZoom prospects if that detail is absent?
No. The workflow can only analyze information returned by the action. Supply relevant context or criteria if the records do not identify the source.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Docsbot ai. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Docsbot ai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Bot
Creates a bot within a team.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Capture Conversation Lead
Saves lead information in conversation metadata, whether or not the conversation exists.
Delete Bot
Permanently deletes a bot; this action cannot be undone.
Generate Conversation Ticket
Turns a Chat Agent conversation into a structured support ticket.
Create Bot Source
Creates a source for a bot’s knowledge base.
Get Bot Details
Retrieves details about a bot in a team.
Create Webhook
Creates a bot webhook subscription; its target must be publicly accessible and support HTTPS.
Get Team Details
Retrieves details about a team, including its members and settings.
Connect any two apps with Notis in the middle.
Agencyzoom and Docsbot ai, 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 Docsbot ai.