Keep AgencyZoom pipeline structure visible
See how your sales workflows are organized before records get stuck.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get a list of pipelines
Retrieves all pipelines and their stages from agencyzoom to understand workflow structures; this is a read-only operation and does not return individual items (like leads or tasks) within these pipelines.
Why this helps
Pipeline and stage structures are hard to remember, slowing routing and status decisions.
- Improve routing decisions
- Spot structural gaps sooner
- Reduce context switching
Setup
Build it in a few focused steps.
- 1Connect 1Password and AgencyZoom.
- 2Create a scheduled pipeline review automation.
- 3Tell Notis to retrieve pipelines and stages and summarize what matters to your team.
- 4Choose the schedule and report channel.
- 5Test with one review run.
Questions about this workflow
Does this return individual leads?
No. It returns pipeline and stage structures, not individual records.
Can it identify a missing stage?
Yes, when you provide the expected baseline or rule for comparison.
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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