Carry contact updates from Agile CRM into AgencyZoom
Keep contact details moving between your sales and agency systems without retyping each record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Batch create contacts
Creates up to five contacts at once.
Why this helps
Contact updates can be missed or copied inconsistently when the same person is handled in two systems.
- Reduce repeated contact entry.
- Handle small batches of up to five contacts per action.
- Keep contact handoffs tied to a specific incoming update.
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, describe which contact details from the incoming update should be created in AgencyZoom and how to handle uncertain matches.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Send one real contact update and review the AgencyZoom result.
Questions about this workflow
How many contacts can one batch create?
The AgencyZoom action supports one to five new contacts in a batch.
Does this update existing contacts?
The listed action creates new contacts. Define how Notis should identify potential duplicates and handle them before creating.
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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