Review vehicle details before the next conversation
Know what is already recorded before asking the customer to repeat it.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Retrieve vehicles for opportunity
Retrieves all vehicles associated with an existing opportunity, using its unique opportunityid.
Why this helps
Vehicle details are easy to miss when opportunities contain many related records.
- Reduce repeated questions
- Prepare accurate follow up
- Spot incomplete opportunity context
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Agencyzoom once in Notis.
- 2Create a scheduled vehicle review.
- 3Tell Notis to retrieve vehicles for the supplied opportunity ids and summarize relevant details or gaps.
- 4Choose the cron trigger and report channel.
- 5Test with one active opportunity.
Questions about this workflow
Is this read-only?
Yes. It retrieves vehicles associated with existing opportunities.
Can it cover several opportunities?
Run the review with the opportunity ids you want included.
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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