Bring Agiled client contacts into Agencyzoom
Get the right people into Agencyzoom when client details arrive through Agiled, without a round of manual contact entry.
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
Recreating client contacts takes attention away from onboarding and can leave important people outside your agency records.
- Reduce repetitive contact entry during onboarding.
- Keep Agencyzoom contact records current with new intake.
- Handle up to five new contacts in one batch.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Agencyzoom once in the Notis portal.
- 2Create an automation named for client contact intake.
- 3Tell Notis to create up to five new Agencyzoom contacts from the people included in incoming Agiled intake.
- 4Choose a Notis webhook trigger and the channel for run reports.
- 5Test with one real intake containing a contact and verify the Agencyzoom record.
Questions about this workflow
How many contacts can one batch create?
The Agencyzoom action supports one to five new contacts in a batch.
Does it update existing contacts?
This action is for creating new contacts. Use it only when the intake represents contacts that should be created.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Agencyzoom. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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