Prepare business leads from company websites
Turn a company's public website into a more informed starting point for business development.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create business lead
Creates or updates a business lead.
Why this helps
Company details often need to be gathered by hand before a business lead can enter the sales process.
- Collect company context from public pages.
- Keep unsupported details out of the business record.
- Reduce manual research before business development follow-up.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and AgencyZoom once in the Notis portal.
- 2Create an automation and describe which public company details to gather and how to handle gaps.
- 3Choose a Notis webhook trigger and select a report channel.
- 4Submit a company website and test with one real example, reviewing the created or updated record.
Questions about this workflow
What if company information is incomplete?
The automation should include only supported details and flag gaps for review. AgencyZoom requires a business name when the record is marked as a business.
Does AgentQL provide private company data?
This workflow uses information available from the public pages AgentQL can access, plus any details you supply.
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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