Turn Typeform business inquiries into Agencyzoom leads
Give commercial prospects a clean path from intake form to follow-up ready business lead.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
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 submissions contain scattered company and contact details that are easy to lose during manual entry.
- Preserve company context
- Reduce duplicate data entry
- Start commercial follow-up sooner
Setup
Build it in a few focused steps.
- 1Connect Typeform and Agencyzoom in the Notis portal.
- 2Create an automation with a clear name.
- 3Describe how to create or update a business lead from each response.
- 4Select the New Form Response trigger.
- 5Pick a report channel and test with a real business submission.
Questions about this workflow
Does this support company information?
Yes. The business lead action is designed for personal and company information, including organization details.
Can Notis handle incomplete submissions?
Yes. Instruct it to report missing required information for review before creating the business lead.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Agencyzoom. A trigger fires from one place; an action lands in another.
Typeform 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 Form Response
Triggers when a respondent completes and submits the form.
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.
Typeform and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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