Turn researched companies into AgencyZoom business leads
Carry company details from web research into the business lead record your team can act on.
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 research often mixes organization and contact details, making it harder to enter the right information into a B2B lead record.
- Keep company and contact research together in a business lead.
- Reduce manual copying of researched organization details.
- Flag incomplete company information before intake.
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 check company and contact details, then create or update an appropriate business lead.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Submit one real company research example and inspect the resulting lead.
Questions about this workflow
What company information is required?
If the lead is marked as a business, the organization name is required. Include that name in the submitted research.
Will this action create or update?
It can create or update a business lead using the supplied personal and company information.
Does Agenty trigger this directly?
No Agenty trigger event is listed. The workflow starts when Agenty research is sent to the Notis webhook.
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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