Move sales-ready research into AgencyZoom consistently
Make it easier to follow through on the prospects already researched by giving ready ones a reliable path into 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
Research can be complete while the next step remains unclear, leaving good prospects in a backlog.
- Create a consistent handoff from research to lead intake.
- Use a clear readiness rule before pipeline entry.
- Reduce the number of prospects left in a research backlog.
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 what makes research ready for follow-through and how to create or update the matching lead.
- 4Choose a Notis schedule trigger and select where run reports should go.
- 5Review one real run and confirm each submitted lead is ready for sales follow-through.
Questions about this workflow
What makes a prospect sales-ready?
Define your own readiness criteria in the automation instruction, based on the research and business context you want to use.
Will the schedule collect research from Agenty?
No data-fetch capability is specified here. Make the research available to the automation for each run.
Can it create or update the lead?
Yes. AgencyZoom's create lead action supports creating a new lead or updating an existing one when valid references are supplied.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Agencyzoom.