Move scheduled prospect research into the pipeline
Turn a prepared prospect list into a small batch of researched AgencyZoom leads on your chosen cadence.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Batch create leads
Creates up to five leads at once.
Why this helps
A prospect list can sit idle when nobody has time to research and enter each lead manually.
- Process up to five researched prospects per batch.
- Use the agency's existing pipeline and user references.
- Highlight missing business names or invalid entity references before submission.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and AgencyZoom once in the Notis portal.
- 2Create an automation and describe how to research each supplied prospect and prepare lead details.
- 3Choose a Notis cron trigger and set the recurring schedule.
- 4Choose a report channel, supply valid entity ids and a list of up to five prospects, then test with one real batch.
Questions about this workflow
Can this process a list of any size in one run?
The batch action supports up to five leads per call. Larger lists should be supplied in smaller batches.
What if a prospect is a business?
AgencyZoom requires an organization name when the lead is marked as a business.
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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