Move qualified Agile CRM prospects into AgencyZoom
Give a qualified prospect one clear next home. Notis can create or update the matching lead in AgencyZoom from an Agile CRM webhook.
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
Qualified prospects can stall when someone has to re-enter their details and decide where they belong in another system.
- Reduce retyping during sales handoffs.
- Keep qualified prospect details together in AgencyZoom.
- Use existing AgencyZoom pipeline and assignment identifiers supplied in your instruction.
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 how to create or update an AgencyZoom lead from the incoming Agile CRM prospect and provide the valid pipeline, stage, source, and assignee identifiers.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Send one real prospect example to the webhook and review the run report.
Questions about this workflow
What does the webhook need to include?
Include the prospect details Notis should use, plus valid AgencyZoom pipeline, stage, lead source, and assignee identifiers when required.
Will this always create a new lead?
The AgencyZoom action can create a lead or update an existing one. Tell Notis how to identify a match and what to do when it finds one.
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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