Review the people behind an opportunity
Bring relevant driver details into the decision without manual record hunting.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get a list of drivers for an opportunity
Retrieves a list of drivers (individuals), including their personal details, licensing information, and relationship status, associated with a specific, existing `opportunityid` in agencyzoom.
Why this helps
Opportunity related people are stored separately from the conversation driving the sale.
- Prepare better conversations
- Reduce record switching
- Keep opportunity context visible
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Agencyzoom once in Notis.
- 2Create a scheduled opportunity driver review.
- 3Tell Notis to retrieve drivers for the supplied opportunity ids and summarize relevant relationship and licensing details.
- 4Choose the cron trigger and report channel.
- 5Test with one existing opportunity.
Questions about this workflow
What does the action return?
It retrieves driver records associated with an existing opportunity.
Does it create drivers?
No. Use the create driver action when a new driver record is needed.
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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