Batch create Agencyzoom leads from qualified intake
Once an external form or agent qualifies prospects, send them to Agencyzoom in a single batch.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Qualified intake waits in queues while someone manually rebuilds each lead in the CRM.
- Create several qualified leads at once
- Shorten time from intake to outreach
- Flag missing pipeline or assignment references
Setup
Build it in a few focused steps.
- 1Connect Notis and Agencyzoom in the portal once.
- 2Create an automation named Qualified lead webhook.
- 3Tell Notis to validate each prospect and batch create up to five Agencyzoom leads.
- 4Choose the Notis webhook trigger and select a report destination.
- 5Test with one real qualified payload.
Questions about this workflow
What must already exist in Agencyzoom?
Referenced pipeline, user, and custom field names must exist, and business leads need an organization name.
Can it create more than five leads?
No. Split larger intake batches into multiple webhook runs.
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.
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.
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
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.
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.
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.
Mark task as completed
Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.
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.
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.
Google Slides and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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