Capture business prospects while the context is fresh
Bring company and contact details from AI research straight into Agencyzoom business lead management.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create business lead
Creates or updates a business lead.
Why this helps
Company prospects often arrive with scattered personal and company details that take time to enter consistently.
- Carry company and contact context into business lead management.
- Reduce repeated data entry after prospect research.
- Keep B2B prospect intake moving while details are fresh.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Agencyzoom once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create or update an Agencyzoom business lead from submitted company and contact details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real business prospect and check the resulting record.
Questions about this workflow
What information should the webhook include?
Include the company and personal details you want considered. If the lead represents a business, its organization name is required.
Can this use the same workflow as individual lead intake?
Use the business lead action when you want company-oriented lead handling. Individual lead intake has a separate action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Agencyzoom. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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