Turn a search opportunity into proposal preparation
When research supports a concrete conversation, create a task to prepare the next step with the evidence close at hand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create task post endpoint
Creates a task.
Why this helps
A promising SEO opportunity can be recognized without anyone being assigned to prepare a clear follow-up.
- Create a next-step task from qualifying research.
- Include the search opportunity and prospect context.
- Help the team prepare before reaching out.
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.
- 3State what makes an opportunity ready for proposal preparation and what the task should ask the assignee to do.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real opportunity and review the task wording.
Questions about this workflow
Does this generate a proposal?
No. It creates a task to prepare a discussion or proposal. The action does not create proposal documents.
Can it link the task to a lead?
Yes, when a valid lead id or supported contact identifier is supplied. The action requires valid referenced entities when provided.
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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