Move Agiled inquiries into Agencyzoom follow-up
Capture a promising Agiled inquiry in Agencyzoom while the conversation is still fresh. Notis can create or update a lead using the valid pipeline, stage, source, and assignee details you provide.
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
Manually re-entering an inquiry into a separate sales system creates delays and makes new opportunities easy to overlook.
- Reduce duplicate entry between project intake and sales follow-up.
- Keep new prospects visible in the agency pipeline.
- Use a webhook when an inquiry arrives.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Agencyzoom once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for inquiry handoff.
- 3Tell Notis to use the incoming Agiled inquiry to create or update an Agencyzoom lead, providing valid pipeline, stage, lead source, and assignee details.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real inquiry and confirm the resulting lead in Agencyzoom.
Questions about this workflow
Does Agiled provide a trigger event for this workflow?
No. Start it with a Notis webhook and send the inquiry details to that webhook.
What details must I supply?
Agencyzoom requires valid existing pipeline, stage, lead source, and assignee references. Include the relevant identifiers or reliable instructions for them.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Agencyzoom.