Add meaningful web changes to lead history
Make recurring research useful by recording the changes that could shape the next sales conversation.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a lead note
Adds a note to an existing lead.
Why this helps
New public information gets overlooked when researchers and account owners work in different rhythms.
- Keep noteworthy public changes in the lead's history.
- Avoid adding a note when a scheduled review finds no meaningful change.
- Preserve a concise explanation of why the information may matter.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and AgencyZoom once in the Notis portal.
- 2Create an automation that compares the current research with a baseline you supply and notes relevant changes.
- 3Choose a Notis cron trigger and set the recurring schedule.
- 4Choose a report channel, provide sites, lead ids, and any needed baseline, then test with one real example.
Questions about this workflow
Can it know what changed without prior information?
No. To identify changes reliably, supply a previous snapshot or another baseline for comparison.
Does this replace or edit previous notes?
No. The AgencyZoom action creates a new lead note and cannot edit or retrieve existing notes.
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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