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Notis

Create an Agencyzoom business lead from a Mailchimp subscriber

Give company interest a structured path into your commercial pipeline.

Trigger

Subscribe Trigger

Triggered when a subscriber subscribes to Mailchimp

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 subscribers can be treated like generic contacts and lose sales context.

  • Separates business opportunities clearly
  • Preserves company details
  • Speeds commercial lead intake

Setup

Build it in a few focused steps.

  • 1Connect Mailchimp and Agencyzoom once in Notis.
  • 2Create an automation for business subscriber intake.
  • 3Tell Notis to create or update an Agencyzoom business lead when the subscriber provides sufficient company information, and report records missing required organization data.
  • 4Pick the Mailchimp Subscribe trigger and choose a report channel.
  • 5Test with one real business subscriber.

Questions about this workflow

What if organization information is missing?

The action requires an organization name when isbusiness is true, so ask Notis to report incomplete records.

Can it update an existing business lead?

Yes. Tell Notis to match and update an existing record when appropriate.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Mailchimp 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

Campaign Trigger

Triggered when a campaign is sent or experiences an event in Mailchimp

TriggerInstant

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

Profile Update Trigger

Triggered when a subscriber's profile is updated in Mailchimp

TriggerInstant

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

Subscribe Trigger

Triggered when a subscriber subscribes to Mailchimp

TriggerInstant

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

Unsubscribe Trigger

Triggered when a subscriber unsubscribes from Mailchimp

TriggerInstant

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.

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

When this happens · Trigger

Do this · Action

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