Keep lost prospect status aligned across systems
Close the loop on lost prospects so AgencyZoom reflects the outcome your team recorded in Agile CRM.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Change lead status
Changes a lead’s lifecycle status.
Why this helps
Lost prospects left active in an agency pipeline can distort reviews and trigger unhelpful follow-up.
- Find records marked lost using criteria you define.
- Update the matching AgencyZoom lead lifecycle status.
- Reduce stale active leads in pipeline reviews.
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 the lost outcome criteria, matching rule, and the supported AgencyZoom status and optional workflow changes.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Review one known lost prospect and verify its AgencyZoom status update.
Questions about this workflow
Will it delete lost leads?
No. This workflow updates lifecycle status. Deleting a lead is not part of the listed actions.
What if the record match is uncertain?
Tell Notis to report uncertain matches without changing status, and ensure the fields needed to match are available.
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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