Move a prospect batch into AgencyZoom
Turn a short list of qualified prospects into leads without entering each record by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Batch create leads
Creates up to five leads at once.
Why this helps
A small batch of prospects can still create a tedious round of repeated pipeline entry.
- Create up to five leads in one batch call.
- Reduce repetitive lead entry for a researched prospect list.
- Keep referenced pipeline, user, and custom field values grounded in existing records.
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 Agencyzoom leads from the submitted prospect batch, using valid existing entity IDs and no more than five leads per batch.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real batch and check the created leads.
Questions about this workflow
What should be ready before using batch lead creation?
Referenced pipeline, user, and custom field names must exist in Agencyzoom. If a lead is a business, its organization name is required.
How many prospects can one batch include?
The action supports up to five leads per batch call.
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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