Refresh prospect details from recurring research
Keep selected lead records current with a scheduled review of the public information that matters.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create lead
Creates a new lead or updates an existing one.
Why this helps
Lead information can become stale while sales teams are focused on active conversations.
- Revisit a selected group of prospect websites on a schedule.
- Update existing leads with supported information.
- Avoid overwriting details when the research is ambiguous.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and AgencyZoom once in the Notis portal.
- 2Create an automation and describe which supplied lead details may be refreshed from public research.
- 3Choose a Notis cron trigger and set the recurring schedule.
- 4Choose a report channel, provide websites and matching lead references, then test with one real example.
Questions about this workflow
Will it update every lead in AgencyZoom?
No. The scheduled run should use the sites and lead references supplied to the automation.
How should conflicting information be handled?
Have the prompt report conflicts for review and only update details that are clearly supported.
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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