Create business leads from parsed company inquiries
Capture company name and contact details from parsed documents and give your team a ready business lead to review.
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
Company inquiries often include organization and contact information in different places, making intake easy to postpone.
- Bring company and contact details together in a business lead record.
- Reduce repeated data entry for B2B inquiries.
- Keep missing or ambiguous details visible for review instead of guessing.
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: use parsed company inquiries to create or update the corresponding AgencyZoom business lead, with organization name supplied when the record is a business.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real company inquiry and review its business lead.
Questions about this workflow
What if the extracted organization name is missing?
AgencyZoom requires a name when the record is a business. Have Notis flag incomplete payloads for review rather than filling in an assumed name.
Does this create a new record every time?
The action can create or update a business lead. Describe how to identify a matching existing lead using details actually present in the payload.
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.
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.
Airparser and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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