Create an Agencyzoom business lead from an inquiry webhook
Route a complete B2B inquiry into the right Agencyzoom business lead record immediately.
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 in agencyzoom using detailed personal and company information, for b2b sales and marketing lead management.
Why this helps
Business inquiries lose momentum when company details sit outside the sales system.
- Capture company and contact context together
- Reduce delays in B2B follow-up
- Update an existing business lead when appropriate
Setup
Build it in a few focused steps.
- 1Connect Notis and Agencyzoom in the portal once.
- 2Create an automation named Business inquiry webhook.
- 3Tell Notis to validate the company and personal details, then create or update the Agencyzoom business lead.
- 4Choose the Notis webhook trigger and select where reports go.
- 5Test with one real business inquiry.
Questions about this workflow
Does this create or update the record?
Action 342 can create or update a business lead using the supplied details.
What if the inquiry is not a business?
Route it to a separate lead automation using the standard lead action.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Agencyzoom.