Catch prospects that need another sales touch
A scheduled review can surface prospects that have gone quiet and put the right ones into AgencyZoom for follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create lead
Creates a new lead or updates an existing one.
Why this helps
A prospect can sit untouched when follow-up depends on someone remembering to scan a separate CRM.
- Review prospects on a predictable cadence.
- Apply follow-up criteria consistently.
- Create or update AgencyZoom leads for the records that meet your rules.
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, specify which Agile CRM prospects need follow-up, how to match existing AgencyZoom leads, and the valid pipeline, stage, source, and assignee identifiers.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Run it against one real example and review the result before relying on the schedule.
Questions about this workflow
Can Notis know which prospects are stale?
State the criteria in your instruction, such as the date or status information available from Agile CRM. The relevant field or baseline must be available to Notis.
Does this create follow-up tasks too?
This workflow creates or updates AgencyZoom leads. Task creation is a separate action and is not part of this workflow.
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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