Turn business intake into an AgencyZoom lead
Send a new business inquiry to a Notis webhook and have the details entered as an AgencyZoom business lead for follow-up.
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 arriving through forms or internal systems can sit outside the agency sales pipeline.
- Bring incoming business inquiries into AgencyZoom.
- Start follow-up with company and contact context together.
- Reduce rekeying from intake channels.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a business lead from the incoming company and contact details.
- 4Choose a webhook trigger and choose where run reports go.
- 5Send one real intake request and confirm the business lead is created as expected.
Questions about this workflow
What starts this workflow?
An HTTP request to the Notis webhook trigger starts it.
What must a business lead include?
The AgencyZoom action requires an organization name when the lead is marked as a business. Include the relevant company and contact details in the request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Agencyzoom. A trigger fires from one place; an action lands in another.
Stripe 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.
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
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.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
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.
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
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.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
Mark task as completed
Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.
Product Created Trigger
Triggered when a product is created in Stripe
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.
Subscription Added Trigger
Triggered when a subscription is added in Stripe
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.
Stripe and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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