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Notis

Apply Airtop research outcomes to AgencyZoom lead status

Convert a reviewed prospect's clear outcome into a status update in your AgencyZoom sales workflow.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Change lead status

Changes a lead’s lifecycle status.

Why this helps

After a prospect review, the decision and the lead status can drift apart when updates depend on manual cleanup.

  • Keep a lead's recorded lifecycle status aligned with a reviewed outcome.
  • Reduce manual status changes after prospect research.
  • Optionally include workflow, pipeline, stage, source, or associated tags when known.

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 name it.
  • 3In one instruction, tell Notis which reviewed outcome should update which lead status and include the valid lead identifier and any optional workflow details.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with one real reviewed lead and confirm its status in AgencyZoom.

Questions about this workflow

Can Airtop decide whether a lead is won or lost?

Notis can interpret findings, but the decision rule and desired outcome should be clear in your instruction. Supply any required lead identifier.

Does this action change other lead details?

It can optionally manage workflow, pipeline, stage, source, or tags as described by the action, when the required information is available.

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.

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.

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

When this happens · Trigger

Do this · Action

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