Keep competitor changes connected to relevant leads
When competitor research changes the context around a prospect, add a concise note where your team already works.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a lead note
Adds a note to an existing lead.
Why this helps
Competitor updates can inform a sales conversation, but the insight rarely reaches the related lead record in time.
- Record material changes with the relevant lead context.
- Avoid adding notes for findings that do not affect the prospect.
- Give teammates a concise update they can use in follow-up.
Setup
Build it in a few focused steps.
- 1Connect Ahrefs and Agencyzoom once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Specify the competitor research scope, the existing lead to update, and what changes justify a note.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real competitor finding and review the lead note.
Questions about this workflow
Can Agencyzoom find the related lead automatically?
The selected note action requires a valid lead id. Provide the lead identifier or a reliable way to supply it to the automation.
What qualifies as a material change?
Define the changes you care about, such as a new keyword focus or notable backlink movement, if those details are included in the returned research.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ahrefs to Agencyzoom. A trigger fires from one place; an action lands in another.
Ahrefs 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.
Ahrefs and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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