Create AgencyZoom business leads from company research
Bring researched organizations into AgencyZoom with their company and contact context ready for follow-up.
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 research often lives separately from the sales record, making it easy to lose the organization context during follow-up.
- Capture organization details alongside the researched contact.
- Keep business prospecting context in AgencyZoom.
- Avoid retyping company information after browser research.
Setup
Build it in a few focused steps.
- 1Connect Airtop and AgencyZoom once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, ask Notis to use Airtop's company and contact findings to create or update a business lead, including the organization name when isbusiness is true.
- 4Choose the webhook trigger and choose where run reports should go.
- 5Test with one real company research result and review the business lead.
Questions about this workflow
Is the organization name required?
Yes. AgencyZoom requires a name when the business lead is marked as a business.
Can Notis infer missing company details?
Notis can analyze what Airtop returns, but details that neither Airtop nor your instruction provides may remain unavailable.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Agencyzoom. A trigger fires from one place; an action lands in another.
Airtop 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.
Airtop and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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