Give eligible prospects an opportunity record
Keep promising prospects moving by giving qualifying sales conversations an opportunity record in AgencyZoom.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create an opportunity
Creates a new lead opportunity.
Why this helps
A prospect can look promising in Agile CRM but remain invisible in the agency's opportunity tracking.
- Review prospects against defined sales criteria.
- Create opportunities where your agency tracks potential business.
- Reduce manual transfers between prospect review and opportunity entry.
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 prospects qualify, how to identify the required existing AgencyZoom records, and the opportunity details to create.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real eligible prospect and review the new opportunity.
Questions about this workflow
What information does an opportunity need?
Provide the valid existing AgencyZoom record identifiers and opportunity details required by your process.
Can this edit an existing opportunity?
No. This action creates a new opportunity and cannot update existing opportunities.
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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