Turn web research into a follow-up task
When a prospect's site gives you a reason to act, put that next step on the AgencyZoom task list.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create task post endpoint
Creates a task.
Why this helps
A useful signal found during research can disappear before anyone takes the next step.
- Capture a concrete next step while research is fresh.
- Link the task using a valid lead, customer, or contact email.
- Keep the task focused on what the research actually supports.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and AgencyZoom once in the Notis portal.
- 2Create an automation and describe when research should result in a task and what context to include.
- 3Choose a Notis webhook trigger and select a report channel.
- 4Provide the site and a valid AgencyZoom lead or contact reference, then test with one real example.
Questions about this workflow
Will every website review create a task?
The prompt can ask Notis to create a task only when the research supports a useful next step. The trigger itself does not provide filters.
What is needed to link the task?
Provide a valid lead or customer identifier, or a contact email, so AgencyZoom can link it to a contact.
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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