Refresh and add contacts in small batches
Keep contact intake moving with a scheduled review of the people your team has already identified.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Batch create contacts
Creates up to five contacts at once.
Why this helps
Contact details go stale, but checking and re-entering them one at a time is tedious.
- Review a small set of contact pages regularly.
- Create one to five contacts in a single batch.
- Use only details supported by the source pages.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and AgencyZoom once in the Notis portal.
- 2Create an automation and describe how supplied contact details should be checked before creation.
- 3Choose a Notis cron trigger and set the recurring schedule.
- 4Choose a report channel, provide up to five contact pages, then test with one real batch.
Questions about this workflow
Can this update existing contact records?
The available action is for batch creating new contacts. It does not describe updating existing contacts.
What is the batch limit?
The action supports one to five contacts per batch.
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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