Understand AgencyZoom lead recycle history
Give the next owner the context behind every reassignment and status change.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get a list of recycle events
Retrieves the history of recycling activities (e.g., reassignments, status changes, x-date updates) for a specified existing lead in agencyzoom.
Why this helps
Lead history is scattered across recycle events, making ownership handoffs slow and uncertain.
- Improve ownership handoffs
- Reveal prior routing decisions
- Reduce repeated investigation
Setup
Build it in a few focused steps.
- 1Connect 1Password and AgencyZoom.
- 2Create a recycle history handoff automation.
- 3Tell Notis to retrieve events for the supplied lead and summarize the relevant history.
- 4Choose the webhook and report channel.
- 5Test with one lead handoff.
Questions about this workflow
What is required?
Provide an existing AgencyZoom lead identifier.
Can it infer missing history?
No. It can summarize only the returned recycle events.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 1password to Agencyzoom. A trigger fires from one place; an action lands in another.
1password 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.
1password and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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