Create researched leads in small batches
Move a focused prospect list from web research into the AgencyZoom pipeline with context intact.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Batch create leads
Creates up to five leads at once.
Why this helps
Manually entering several researched prospects can turn a quick task into repetitive CRM work.
- Create up to five leads in one batch.
- Use existing AgencyZoom pipeline and user references.
- Surface missing required organization details before submission.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and AgencyZoom once in the Notis portal.
- 2Create an automation and describe how to research each prospect and prepare supported lead details.
- 3Choose a Notis webhook trigger and select a report channel.
- 4Supply valid AgencyZoom entity ids and test with one real batch of up to five prospects.
Questions about this workflow
What references must already exist?
Referenced entities such as pipeline and user ids must exist in AgencyZoom. If a record is a business, its organization name is required.
How many leads can be created at once?
The batch action supports up to five new leads per call.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Agencyzoom. A trigger fires from one place; an action lands in another.
Agentql triggers
Agencyzoom actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Authenticate for JWT via V4 SSO
Completes sign-in by exchanging an authorization code for an access token.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Batch create contacts
Creates up to five contacts at once.
Batch create leads
Creates up to five leads at once.
Batch delete tasks
Permanently deletes multiple tasks.
Change lead status
Changes a lead’s lifecycle status.
Mark task as completed
Marks an existing task as completed.
Create a customer note
Adds a note to an existing customer’s profile.
Create a driver for an opportunity
Creates a driver record for an existing opportunity.
Connect any two apps with Notis in the middle.
Agentql and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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