Route business subscriber interest into Agencyzoom
Keep company and contact details together when a business prospect responds to a campaign.
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
Business prospects can fall between marketing activity and the detailed records needed by sales.
- Keep company and contact details together in a business lead.
- Carry through the campaign context available in the event.
- Reduce repeated entry for business prospects.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Agencyzoom once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, tell Notis to create or update an Agencyzoom business lead from the company and contact details supplied.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Send one real business prospect example and review the Agencyzoom record.
Questions about this workflow
What is needed to create a business lead?
Agencyzoom requires the organization name when the record is marked as a business. Include it in the webhook payload or instruct Notis to skip records without it.
Can this work with only a subscriber email?
The workflow should only use the fields provided. Include the company information needed for a business lead, or use a different workflow for individual contacts.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Agencyzoom. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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