Create Agencyzoom leads from Typeform responses
Stop copying form submissions into your agency CRM. Let Notis turn each Typeform response into an actionable Agencyzoom lead.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
Create lead
Creates a new lead or updates an existing one in agencyzoom; ensure `pipelineid`, `stageid`, `leadsourceid`, and `assignto` reference valid, existing entities.
Why this helps
Valuable inquiries sit in Typeform while someone manually retypes them into Agencyzoom.
- Capture inquiries without retyping
- Keep lead records current
- Reduce response delays
Setup
Build it in a few focused steps.
- 1Connect Typeform and Agencyzoom once in Notis.
- 2Create a new automation and name it.
- 3Tell Notis to create or update an Agencyzoom lead from each completed response.
- 4Pick the Typeform New Form Response trigger.
- 5Choose a report channel and test with one real submission.
Questions about this workflow
Can this update an existing lead?
Yes. Tell Notis how to identify a matching lead, and it can create or update the record using the available Agencyzoom lead action.
What if a response is missing required lead data?
Tell Notis to flag the submission in the run report instead of creating an incomplete 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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