Create AgencyZoom leads from published Agility content
Give every campaign or landing page a clear path from published content to a tracked sales lead.
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
New campaigns can attract interest without giving the sales team a consistent way to capture and follow up on it.
- Capture inbound interest without re-entering campaign details.
- Include relevant published content context in the lead instruction.
- Keep new prospects in AgencyZoom's lead workflow.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and AgencyZoom once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create an AgencyZoom lead from each webhook request containing a relevant published Agility CMS item, using only available details and noting missing required lead data.
- 4Choose the notis_webhook trigger and choose where run reports should go.
- 5Test with one real published content example and review the run report.
Questions about this workflow
Does Agility CMS provide an event trigger here?
No. Start this workflow with a Notis webhook, which receives an HTTP request, and arrange for the relevant publishing process to send the request.
Will the workflow invent required lead details?
No. The instruction should use only information present in the request and identify any missing required details. AgencyZoom requires valid existing pipeline, stage, lead source, and assignee references.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Agencyzoom. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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