Capture partner referrals as business leads
Give every referred company a clear next step before the referral goes cold.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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
Partner referrals often arrive with useful details but remain buried in email.
- Respond to referrals quickly
- Preserve referral context
- Improve partner follow-through
Setup
Build it in a few focused steps.
- 1Connect Outlook and Agencyzoom in the portal.
- 2Create an automation that recognizes partner referrals and creates an Agencyzoom business lead with the available company context.
- 3Pick New Outlook Message as the trigger.
- 4Choose a report channel and test with one referral email.
Questions about this workflow
Can it identify the referring partner?
Yes. Ask Notis to include the referral source in the lead details when the email provides it.
What if the company is already known?
Tell Notis to update the existing business lead only when the match is confident.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Agencyzoom. A trigger fires from one place; an action lands in another.
Outlook 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 Contact Added
Triggered when a new contact is added in the Outlook contacts.
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.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
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.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Mark task as completed
Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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