Send Airtable business prospects to AgencyZoom
When a business inquiry arrives through Airtable, pass its company and contact information to Notis to create or update the AgencyZoom business lead.
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 in agencyzoom using detailed personal and company information, for b2b sales and marketing lead management.
Why this helps
Company inquiries can get lost between an Airtable intake table and the system the agency uses to manage prospects.
- Keep company and contact details together in AgencyZoom.
- Reduce repeat entry for B2B inquiries.
- Make the intake-to-sales handoff easier to follow.
Setup
Build it in a few focused steps.
- 1Connect Airtable and AgencyZoom to Notis once.
- 2Create an automation in Notis and describe how business submissions should become AgencyZoom business leads.
- 3Choose a webhook trigger and send the Airtable business submission to it.
- 4Choose where Notis should send run reports.
- 5Test with one real business submission and verify its company details in AgencyZoom.
Questions about this workflow
What must the Airtable submission include?
Include the business name and the personal and company information you want carried over. Supply any required AgencyZoom details that are not in the submission.
Can this handle sole proprietors or incomplete company records?
Set the automation prompt to handle only records that meet your stated requirements and report incomplete submissions for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtable to Agencyzoom. A trigger fires from one place; an action lands in another.
Airtable 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
Authenticates a user via v4 single sign-on (sso) using the provided callback `code` (typically required for success) to retrieve a jwt and initial user session information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Batch create contacts
Creates 1 to 5 new contacts in agencyzoom in a single batch api call.
Base Metadata Changed
Triggers when an existing Airtable base changes its name or permission level.
Batch create leads
Creates up to 5 new leads in agencyzoom; all referenced entity ids (e.g., pipeline, user, custom field names) must exist, and organization `name` is required if `isbusiness` is true.
Base Schema Changed
Triggers when tables, fields, or views change in an Airtable base.
Batch delete tasks
Deletes multiple agencyzoom tasks in a batch; task deletion is permanent and the response indicates overall batch success, not individual task status.
User Profile Changed
Triggers when the connected Airtable user's profile information changes.
Change lead status
Updates a lead's lifecycle status (e.g., active, won, lost, x-dated) and can optionally manage its workflow, pipeline, stage, source, or associated tags.
View Created
Triggers when a new view is created in an Airtable base.
Mark task as completed
Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.
View Deleted
Triggers when a previously known Airtable view is deleted.
Create a customer note
Adds a new note to an existing customer's profile using their id; cannot be used to edit or retrieve existing notes.
View Metadata Changed
Triggers when an Airtable view changes its name or type.
Create a driver for an opportunity
Creates a new driver record associated with an existing agencyzoom opportunity using its id; full driver details are handled by the api endpoint directly, not specified in this action's request.
Connect any two apps with Notis in the middle.
Airtable and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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