Batch create Agencyzoom contacts from Typeform
Clear a small backlog of submissions without opening every record one by one.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
Batch create contacts
Creates 1 to 5 new contacts in agencyzoom in a single batch api call.
Why this helps
A queue of form responses turns routine contact creation into a repetitive afternoon.
- Process small backlogs quickly
- Create several contacts in one call
- Keep intake work consistent
Setup
Build it in a few focused steps.
- 1Connect Typeform and Agencyzoom once.
- 2Create a new Notis automation.
- 3Tell Notis to group eligible responses and batch create up to five contacts.
- 4Choose the New Form Response trigger.
- 5Select a report channel and test with several submissions.
Questions about this workflow
How many contacts can one batch include?
The Agencyzoom action supports one to five new contacts per batch call.
Can Notis skip duplicates?
You can instruct Notis to check available response and contact details and report possible duplicates before creation.
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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