Add researched contacts to AgencyZoom in batches
Move a small set of researched people into AgencyZoom together and spend less time repeating contact entry.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Batch create contacts
Creates up to five contacts at once.
Why this helps
Manually entering each researched contact one by one makes small prospecting batches feel like admin work.
- Create up to five contacts in a single batch call.
- Reduce repeated contact entry for a small research batch.
- Keep the workflow focused on contact creation.
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 the submitted contacts and create no more than five new records per batch.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Send one real batch of contacts and review the returned result.
Questions about this workflow
How many contacts can this create at once?
The AgencyZoom action accepts one to five new contacts in a batch call.
Does it update existing contacts?
The action is described as creating new contacts. It does not specify updating existing contacts.
What if Agenty has more than five contacts?
Keep each submitted batch within the action's maximum of five contacts.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Agencyzoom.