Keep researched prospects aligned with AgencyZoom leads
Make a regular pass through prospect research so qualified leads do not remain outside the pipeline.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create lead
Creates a new lead or updates an existing one.
Why this helps
When batches accumulate, teams can miss existing records or create avoidable duplicates while trying to catch up.
- Review a research batch consistently instead of letting it pile up.
- Use available lead context to decide whether a record should be created or updated.
- Keep lead intake focused on prospects that meet your criteria.
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 compare supplied prospect details with available lead context and decide whether to create or update a lead.
- 4Choose a Notis schedule trigger and select where run reports should go.
- 5Run one real example and review the decision and resulting AgencyZoom record.
Questions about this workflow
Can this search all AgencyZoom leads?
The selected action creates or updates a lead; it does not retrieve a lead list. Provide the matching lead context through the automation or its inputs.
Does it prevent duplicates automatically?
The action description does not promise automatic deduplication. Define matching rules and provide enough context to distinguish existing records.
Where does the research batch come from?
Agenty has no listed trigger event or data-fetch action in this package. Make the research available to the scheduled run.
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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