Keep lead status aligned with fresh research
Use new public information to revisit a lead's status and keep the pipeline current.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Change lead status
Changes a lead’s lifecycle status.
Why this helps
Lead records can stay active long after public signals suggest their status deserves a second look.
- Revisit lead status using current public evidence.
- Keep status changes tied to a specified lead.
- Ask for human review when research does not support a clear change.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and AgencyZoom once in the Notis portal.
- 2Create an automation and describe which evidence supports each permitted status change.
- 3Choose a Notis webhook trigger and select a report channel.
- 4Provide the website and existing lead id, then test with one real example and review the change.
Questions about this workflow
Can it mark a lead won or lost based only on a website?
Only if the evidence and your stated criteria clearly support that status. Otherwise it should report its findings for review.
Can it change pipeline or stage too?
The AgencyZoom action can optionally manage workflow, pipeline, stage, source, or tags when you provide valid choices.
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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