Keep business lead records aligned with new research
Carry meaningful company updates into the record your team uses to plan the next conversation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create business lead
Creates or updates a business lead.
Why this helps
Company details change, and stale lead records can make outreach feel poorly timed or misinformed.
- Keep company and contact details current from new research.
- Reduce manual record refresh work.
- Give outreach a more useful business context.
Setup
Build it in a few focused steps.
- 1Connect Agenty and AgencyZoom once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Describe how to match the researched company to a business lead and update only supported details.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Send one real company update and inspect the resulting business lead.
Questions about this workflow
What if the organization name is missing?
A business lead requires the organization name when isbusiness is true. Supply it before the action runs.
Can it create as well as update?
Yes. The action creates or updates a business lead using personal and company information.
What does it do with conflicting research?
Set instructions to flag conflicting information for review. The action description does not define conflict resolution.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Agencyzoom. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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