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Notis

Create AgencyZoom leads from parsed inquiry batches

Move a short queue of parsed inquiries into AgencyZoom together, while keeping the batch within the supported limit.

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

When several inquiries arrive at once, creating lead records one by one can leave the queue unfinished.

  • Create up to five leads in one batch call.
  • Reduce repetitive intake when multiple inquiries arrive together.
  • Use a small real batch to validate details and required IDs.

Setup

Build it in a few focused steps.

  • 1Connect Airparser and AgencyZoom once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis to create one from any channel.
  • 3Describe the outcome: create up to five AgencyZoom leads from each webhook payload, using only supplied valid pipeline, user, and custom field references.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real batch of up to five inquiries and review the leads.

Questions about this workflow

What must be ready before creating leads?

Referenced entities such as pipelines, users, and custom field names must exist in AgencyZoom. Include valid references in the payload or instruction.

Can a batch contain more than five leads?

No. Keep each action to five or fewer leads.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Airparser to Agencyzoom. A trigger fires from one place; an action lands in another.

Airparser 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.

Airparser and Agencyzoom, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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