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Notis

Batch create Agencyzoom contacts from an intake webhook

Send a small batch of new contact details to Notis and have Agencyzoom create them together.

Trigger

Webhook received

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

Action

Batch create contacts

Creates 1 to 5 new contacts in agencyzoom in a single batch api call.

Why this helps

Manual contact entry slows down intake processing and creates inconsistent records.

  • Process up to five contacts together
  • Reduce repetitive data entry
  • Keep intake workflows moving

Setup

Build it in a few focused steps.

  • 1Connect Notis and Agencyzoom in the portal once.
  • 2Create an automation named Intake webhook contacts.
  • 3Tell Notis to validate the incoming contact details and batch create up to five Agencyzoom contacts.
  • 4Choose the Notis webhook trigger and select where run reports go.
  • 5Send one real intake payload and verify the created contacts.

Questions about this workflow

How many contacts can one run create?

The action supports one to five contacts per batch call.

What if a contact is missing information?

Tell Notis to report incomplete records for review rather than sending invalid data.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Google Slides to Agencyzoom. A trigger fires from one place; an action lands in another.

Google Slides 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

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.

ActionInstant

Webhook trigger

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

TriggerInstant

Batch create contacts

Creates 1 to 5 new contacts in agencyzoom in a single batch api call.

ActionInstant

New Slide Added

Fires when a new slide is added to a Google Slides presentation.

TriggerPolling

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Mark task as completed

Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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