Schedule prospect research and lead capture
Set a regular browser research routine that moves qualified findings into the agency's pipeline.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create lead
Creates a new lead or updates an existing one.
Why this helps
Prospecting slips when research depends on remembering to start a browser workflow and then manually enter every finding.
- Run browser research on a recurring schedule.
- Move findings into AgencyZoom leads for consistent follow-up.
- Reduce the mental overhead of remembering repetitive prospecting steps.
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.
- 3Tell Notis to run the Airtop prospect scan and create or update leads from its results, providing valid pipeline, stage, source, and assignee references.
- 4Choose the cron schedule and select where run reports should go.
- 5Test with one real scan result and review the AgencyZoom lead.
Questions about this workflow
Does Airtop provide a schedule trigger?
No. This workflow uses a Notis cron trigger to start the scheduled automation.
Can it use any pipeline automatically?
Provide valid AgencyZoom pipeline, stage, lead source, and assignee details in the instruction.
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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