Keep prospect website changes with the lead
Give the next follow-up a useful reason to happen by keeping relevant prospect changes alongside the lead.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a lead note
Adds a note to an existing lead.
Why this helps
Website monitoring can surface timely signals, but the sales team may never see them when it is time to follow up.
- Keep monitored changes with the relevant lead record.
- Give follow-ups timely context from public website updates.
- Avoid losing research in a separate monitoring feed.
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 summarize a meaningful site change and attach the note to the identified existing lead.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Send one real change report through the webhook and verify the note on the lead.
Questions about this workflow
Does this create a lead?
No. It adds a note to an existing lead, identified by leadid. Provide a reliable lead identifier in the webhook request or instructions.
Can it monitor a site by itself?
No. Agenty has no listed trigger events here. Send its report to the Notis webhook to start the workflow.
Can the note replace an earlier note?
No. This action adds a note and cannot edit or retrieve existing notes.
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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