Move Airtable prospect intake into AgencyZoom
Send an Airtable intake submission to Notis and let it create or update the matching AgencyZoom lead with the details you supply.
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 in agencyzoom; ensure `pipelineid`, `stageid`, `leadsourceid`, and `assignto` reference valid, existing entities.
Why this helps
Prospect details sit in Airtable while someone has to remember to re-enter them into the agency sales pipeline.
- Reduce manual copying between intake and sales systems.
- Use AgencyZoom's existing lead pipeline and assignment setup.
- Keep the intake handoff tied to a real incoming submission.
Setup
Build it in a few focused steps.
- 1Connect Airtable and AgencyZoom to Notis once.
- 2Create an automation in Notis and describe how intake submissions should become AgencyZoom leads.
- 3Choose a webhook trigger and send Airtable submission data to it.
- 4Choose where Notis should send run reports.
- 5Test with one real submission and confirm the lead in AgencyZoom.
Questions about this workflow
What information does this workflow need?
Provide the intake fields to use and valid AgencyZoom pipeline, stage, lead source, and assignee details. Those AgencyZoom entities must already exist.
Can it avoid creating a duplicate lead?
Tell Notis which available Airtable or AgencyZoom identifiers to use when checking for a match. The workflow needs that matching information to decide whether to update or create.
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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