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Notis

Turn AimTell subscriber interest into an Agencyzoom lead

Give interested subscribers a clear place in your sales pipeline, without copying details between tools.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create lead

Creates a new lead or updates an existing one.

Why this helps

Subscriber interest can arrive while you are busy, then get lost before anyone follows up.

  • Capture subscriber details in the sales workflow promptly.
  • Reduce manual copying between marketing and agency tools.
  • Use existing Agencyzoom pipeline records when deciding whether to create or update a lead.

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 how to create or update an Agencyzoom lead from the subscriber details received.
  • 4Pick the Notis webhook trigger and choose where run reports should go.
  • 5Send one real subscriber example to the webhook and review the result.

Questions about this workflow

Does AimTell provide a built-in Notis trigger for this workflow?

No. AimTell has no listed trigger events here. The workflow starts when an HTTP request sends subscriber information to the Notis webhook.

What if the subscriber data does not include lead details Agencyzoom needs?

Tell Notis to skip incomplete records or use only the information provided. Supply any additional required Agencyzoom details in your instruction or webhook payload.

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.

TriggerScheduled

Authenticate for JWT via V4 SSO

Completes sign-in by exchanging an authorization code for an access token.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Batch create contacts

Creates up to five contacts at once.

ActionInstant

Batch create leads

Creates up to five leads at once.

ActionInstant

Batch delete tasks

Permanently deletes multiple tasks.

ActionInstant

Change lead status

Changes a lead’s lifecycle status.

ActionInstant

Mark task as completed

Marks an existing task as completed.

ActionInstant

Create a customer note

Adds a note to an existing customer’s profile.

ActionInstant

Create a driver for an opportunity

Creates a driver record for an existing opportunity.

ActionInstant

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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