Turn scheduled prospect research into AgencyZoom leads
Give a batch of researched prospects a consistent path into your AgencyZoom 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
Research batches are easy to postpone when every prospect requires a separate review and manual entry step.
- Create a repeatable review point for gathered prospect research.
- Reduce the manual steps between research and lead intake.
- Use stated qualification criteria to focus pipeline entry.
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 review the research available for each run and create or update only qualified leads.
- 4Choose a Notis schedule trigger and select where run reports should go.
- 5Run it against one real research example and review the lead and report.
Questions about this workflow
Does a schedule fetch data from Agenty?
This package does not specify a data-fetch action for Agenty. Make the research available to the automation for each scheduled run, or use the webhook workflow when Agenty submits a report.
What does AgencyZoom need to accept a lead?
The action requires valid pipeline, stage, lead source, and assignee references. Include or supply the correct existing AgencyZoom entities.
Can this run on a schedule?
Yes. A Notis cron trigger starts the automation on its configured recurring schedule.
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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