Review company changes for business leads
Stay current on selected business prospects without reopening every company site by hand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create business lead
Creates or updates a business lead.
Why this helps
Important company changes can pass unnoticed when prospect research happens only once.
- Review chosen company websites at a predictable cadence.
- Update business leads with details that are clearly supported.
- Flag ambiguous company changes instead of overwriting records.
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 merit a business lead update.
- 3Choose a Notis cron trigger and set the recurring schedule.
- 4Choose a report channel, provide company sites and matching records, then test with one real example.
Questions about this workflow
What if a company's name is missing?
A business lead requires an organization name. Supply it or ensure AgentQL returns a clear name before creating or updating the record.
Can it research companies not in my supplied list?
The workflow reviews the companies supplied to it. It does not independently find an unlimited set of prospects.
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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