Turn recurring web signals into opportunities
Let a scheduled review surface a meaningful prospect signal and record the next sales opportunity.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a lead opportunity
Creates a sales opportunity for an existing lead.
Why this helps
Teams can miss a timely opportunity when changes on prospect websites are not checked consistently.
- Review selected sites on a recurring cadence.
- Create a new opportunity only when supplied criteria are met.
- Keep new opportunities connected to their existing lead.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and AgencyZoom once in the Notis portal.
- 2Create an automation and describe the web signals that justify creating a new opportunity.
- 3Choose a Notis cron trigger and set the recurring schedule.
- 4Choose a report channel, provide sites, lead ids, and valid carrier and product line ids, then test with one real example.
Questions about this workflow
What is required to create an opportunity?
The AgencyZoom action requires an existing lead id and valid carrier and product line ids.
Can it update an existing opportunity?
No. This action creates a new opportunity. The prompt should avoid duplicate creation using the history or baseline information available to it.
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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