Save useful contact research directly to AgencyZoom
Send a small batch of vetted contacts to Notis and keep agency records current.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Batch create contacts
Creates up to five contacts at once.
Why this helps
Promising contacts found during research can remain in notes instead of becoming usable agency records.
- Create between one and five contacts in a batch.
- Move vetted contact details out of research notes and into Agencyzoom.
- Reduce repetitive contact entry.
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 contacts from the submitted vetted contact details, in batches of no more than five.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real contact or a small batch and inspect the records.
Questions about this workflow
How many contacts can one batch create?
The batch action supports one to five new contacts per API call.
Does this automatically create sales leads too?
No. This action creates contacts. Use a lead action when you want to create or update lead records.
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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