Keep company prospect handoffs moving on schedule
Set a recurring review for company prospects that meet your criteria and let Notis carry their business details into AgencyZoom.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create business lead
Creates or updates a business lead.
Why this helps
Company prospects can be overlooked when B2B follow-up relies on an occasional manual review.
- Create a repeatable review for company prospects.
- Keep business lead details together in AgencyZoom.
- Apply your B2B qualification criteria across the records reviewed.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and AgencyZoom once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, define which Agile CRM companies qualify, how to match existing AgencyZoom business leads, and the business details to carry over.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Review one real company prospect result before leaving the schedule active.
Questions about this workflow
Can this include only companies that meet my criteria?
Yes. State the criteria clearly and ensure the needed company information is available from Agile CRM.
What if the organization name is missing?
The AgencyZoom action requires a name when the record is a business, so Notis should skip it or report the missing detail according to your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Agencyzoom. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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