Prioritize researched prospects before lead intake
Spend less time sorting a long research list and more time acting on the prospects that fit your stated priorities.
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 every prospect appears equally urgent, founders spend attention deciding where to start instead of following through.
- Apply explicit priorities to a supplied research batch.
- Focus lead intake on prospects ready for action.
- Keep a repeatable review rhythm.
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 your prospect priorities and how to create or update leads that meet them.
- 4Choose a Notis schedule trigger and select where run reports should go.
- 5Review one real prioritization run and confirm the selected leads meet your criteria.
Questions about this workflow
Will Notis invent the prospect priorities?
No. State the criteria you want Notis to use in the automation instruction.
Does this workflow fetch Agenty results?
No Agenty fetch action or trigger is specified. Make the research available to each scheduled run.
What does lead creation require?
The create lead action requires valid pipeline, stage, lead source, and assignee references.
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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