Turn lead research into a tracked opportunity
Give a concrete sales path a place in the opportunity pipeline, tied to the lead that sparked it.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create an opportunity
Creates a new lead opportunity.
Why this helps
A clear opportunity can go untracked when its evidence lives only in a research summary.
- Capture a sales path as a new opportunity.
- Keep the opportunity associated with its existing lead.
- Turn research into an actionable pipeline artifact.
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 what qualifies as a concrete opportunity and provide the required existing lead and opportunity details.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Submit one real opportunity signal and confirm the new record is correct.
Questions about this workflow
Does this update an existing opportunity?
No. This action creates a new lead opportunity and cannot update existing opportunities.
Does it require an existing lead?
Yes. The new opportunity is associated with an existing lead.
Can it act on any website finding?
Set criteria for a concrete sales path. General or ambiguous findings should be reported for review rather than turned into opportunities.
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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