Create AgencyZoom leads from Agenty research
Move a qualified prospect from website research into your sales pipeline without retyping the details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create lead
Creates a new lead or updates an existing one.
Why this helps
Prospect research gets stranded in scraping results while someone has to manually recreate it in AgencyZoom.
- Reduce repetitive data entry for qualified prospects.
- Keep research findings close to the lead record.
- Review missing details before a lead is submitted.
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.
- 3In one instruction, describe how to assess the submitted research and create or update a qualified lead.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Send one real Agenty example through the webhook and review the result.
Questions about this workflow
What starts this workflow?
A request sent to its Notis webhook starts it. Agenty has no listed trigger event, so the workflow cannot start from an Agenty event.
Can it create a lead without pipeline details?
AgencyZoom requires valid pipeline, stage, lead source, and assignee references for this action. Supply the needed choices in the submitted information or automation instructions.
Does it only create new leads?
The action can create a new lead or update an existing one. Notis can use submitted prospect details to determine whether an existing record should be updated.
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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