Check lead source details before AgencyZoom intake
Make pipeline entry more consistent by reviewing prospect context and source details together.
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
A lead without a reliable source or valid pipeline details can create cleanup work and make performance harder to interpret.
- Encourage consistent source details at lead intake.
- Catch incomplete pipeline references before submitting a record.
- Make research review part of a predictable routine.
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 assess source evidence and create or update a lead only with valid existing entity references.
- 4Choose a Notis schedule trigger and select where run reports should go.
- 5Run one real prospect example and review the lead source and pipeline details.
Questions about this workflow
Can this validate whether an AgencyZoom source exists?
The lead action requires valid existing lead source and pipeline references. The package does not include a lookup in this workflow, so supply known valid values or retrieve them separately.
Does it submit every prospect in the research batch?
The automation instructions can restrict submission to prospects meeting your criteria. The action itself does not define qualification rules.
Where does scheduled research come from?
Make Agenty research available for each scheduled run. No Agenty event or fetch action is specified here.
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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