Create AgencyZoom leads from small research batches
Bring a focused batch of researched prospects into the pipeline in one call.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Batch create leads
Creates up to five leads at once.
Why this helps
A promising list of prospects can take too long to enter if each lead must be handled separately.
- Create up to five leads in one AgencyZoom batch call.
- Reduce repeated intake steps for a small prospect list.
- Focus each batch on prospects with complete, valid references.
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 qualify and prepare no more than five leads with valid pipeline, user, and custom field references.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Submit one real prospect batch and review the batch response.
Questions about this workflow
How many leads can a batch contain?
The action accepts up to five new leads.
What references must already exist?
Referenced entities such as pipeline, user, and custom field names must exist. If a business lead is included, its organization name is required.
Can this update a lead instead of creating one?
This batch action is described as creating new leads. Use the separate create lead action when create-or-update behavior is needed.
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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