Keep Agencyzoom leads aligned with active Agiled prospects
Review the prospect information you already have in Agiled and keep Agencyzoom lead records ready for the next sales conversation.
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
Prospect records become stale when teams review project intake in one place and manage pipeline activity in another.
- Review active prospect context at a predictable time.
- Create or update leads when the information supports a real handoff.
- Keep required pipeline references explicit.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Agencyzoom once in the Notis portal.
- 2Create an automation for prospect pipeline review.
- 3Tell Notis which available Agiled prospect information warrants a lead create or update, and provide valid Agencyzoom pipeline, stage, source, and assignee references.
- 4Choose a recurring Notis schedule and a report destination.
- 5Test with one real prospect and review the Agencyzoom lead result.
Questions about this workflow
Does this compare against a full Agencyzoom lead list?
The selected action creates or updates a lead, but no lead-search action is listed here. Supply enough context to identify the intended record or restrict the workflow to new handoffs.
What if a needed data point is absent?
Provide it in your instruction or source data. Notis cannot infer missing history or baselines from unavailable fields.
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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