Keep company inquiries ready for agency sales
When a business inquiry comes through Agiled, let Notis prepare the Agencyzoom business lead so your team can focus on the conversation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create business lead
Creates or updates a business lead.
Why this helps
Company prospects can get lost when their organization and contact details live only in project intake notes.
- Keep company and contact context together in sales follow-up.
- Cut repetitive entry for B2B prospects.
- Start a clear handoff as intake arrives.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Agencyzoom once in the Notis portal.
- 2Create a new automation and name it for business inquiry intake.
- 3Tell Notis to create or update an Agencyzoom business lead from incoming Agiled company details, including an organization name when the record is a business.
- 4Choose a Notis webhook trigger and a destination for run reports.
- 5Test with one real company inquiry and review the Agencyzoom lead.
Questions about this workflow
Is an organization name required?
Yes, when the Agencyzoom business lead is marked as a business, its organization name is required.
Can this start from an Agiled event?
Agiled has no trigger events listed here, so this workflow starts from a Notis webhook.
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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