Reassess lead status as public signals change
Give selected leads a regular status review informed by current public information and clear agency criteria.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Change lead status
Changes a lead’s lifecycle status.
Why this helps
A pipeline becomes harder to trust when old statuses are never revisited as prospect circumstances change.
- Revisit selected leads without manual website checks.
- Keep status changes grounded in stated criteria.
- Report uncertain signals without making a speculative change.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and AgencyZoom once in the Notis portal.
- 2Create an automation and specify the evidence and criteria for each permitted status change.
- 3Choose a Notis cron trigger and set the recurring schedule.
- 4Choose a report channel, provide websites and lead ids, then test with one real example and review the update.
Questions about this workflow
Can it decide whether a lead is won or lost from a public page?
Only when the supplied criteria and evidence clearly support that outcome. Otherwise it should report the signal for human review.
Can this also change the lead's pipeline or tags?
The action can optionally manage workflow, pipeline, stage, source, or tags when valid choices are supplied.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Agencyzoom.