Create a researched opportunity on an existing lead
Give an existing lead a relevant opportunity informed by what its public website says.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a lead opportunity
Creates a sales opportunity for an existing lead.
Why this helps
Potential sales opportunities can go unrecorded when research and lead management happen in separate places.
- Use website context to support opportunity decisions.
- Keep the opportunity attached to an existing lead.
- Avoid creating an opportunity when required details are missing.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and AgencyZoom once in the Notis portal.
- 2Create an automation and describe the research signals that justify a new opportunity.
- 3Choose a Notis webhook trigger and select a report channel.
- 4Provide the existing lead id and valid carrier and product line ids, then test with one real example.
Questions about this workflow
Can this create an opportunity without an existing lead?
No. The AgencyZoom action requires an existing lead and valid carrier and product line ids.
Does research alone determine whether to create one?
The prompt can assess supplied research, but the decision should follow your sales criteria and use only supported information.
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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