Append every lead call summary
Give your future self a reliable record of what was discussed and promised.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a lead note
Adds a new note to an existing lead in agencyzoom, identified by `leadid`.
Why this helps
Lead history is incomplete because call notes are written inconsistently or not at all.
- Preserve decision context
- Make handoffs faster
- Create consistent lead history
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Agencyzoom once in Notis.
- 2Create an automation for lead call summaries.
- 3Tell Notis to summarize the supplied call and create a lead note using the leadid.
- 4Choose the webhook trigger and report channel.
- 5Test with one completed call.
Questions about this workflow
Does this retrieve prior notes?
No. It creates a new note; use a separate read workflow to review existing notes.
Can the summary include next steps?
Yes. Include next steps in the instruction and supply them in the incoming payload.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Agencyzoom. A trigger fires from one place; an action lands in another.
0CodeKit 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.
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.
0CodeKit and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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