Move a consented AgencyZoom lead into the right HelloLeads list
Keep opted-in prospects moving without copying contact details by hand. An AgencyZoom integration can notify Notis after a clear marketing opt-in, and Notis can create the lead in your configured HelloLeads list.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Lead
Tool to add a new lead into HelloLeads. Use when you need to push a fresh lead record with mandatory first name and list key.
Why this helps
A prospect who has clearly asked to hear from you can get missed when the opt-in record and the marketing lead list need separate manual updates.
- Create a HelloLeads lead only after an explicit marketing opt-in is recorded in AgencyZoom.
- Send the lead to a configured HelloLeads list without copying policy or unrelated client information.
- Keep a distinct handoff between insurance relationship records and marketing follow-up.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and HelloLeads to Notis once, and configure an AgencyZoom integration or approved backend to send the contact to a Notis webhook only after explicit marketing consent.
- 2Create an automation in the portal or ask Notis conversationally; instruct it to create a HelloLeads lead from consented contact fields only, using the configured list key.
- 3Select the incoming webhook trigger, choose a channel for run reports, and create the automation.
- 4Test with a contact who has opted in and verify the lead is created in the intended HelloLeads list with no policy details included.
Questions about this workflow
Will every AgencyZoom contact be added to HelloLeads?
No. The source integration or backend should send only contacts with a recorded, explicit marketing opt-in. Do not add people based on their client or prospect status alone.
What information should the webhook send?
Send the first name required by HelloLeads and only other contact fields supported by the connected action and necessary for the approved follow-up. Do not send policy, claim, payment, or other unrelated client details.
Does AgencyZoom provide a direct trigger for this automation?
No. This request provides no AgencyZoom integration triggers. An AgencyZoom-connected backend must send the permitted opt-in event to the Notis webhook.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Helloleads. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Helloleads actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Lead
Tool to add a new lead into HelloLeads. Use when you need to push a fresh lead record with mandatory first name and list key.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Leads
Tool to list all leads from HelloLeads. Use after authentication to fetch the entire lead list. Returns empty list if none found.
List Lead Lists
Tool to retrieve all lead list keys from HelloLeads. Use when you need to enumerate available lists for lead insertion.
Connect any two apps with Notis in the middle.
Agencyzoom and Helloleads, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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