Turn WhatsApp callback requests into AgencyZoom tasks
Give every callback request a place in the workday. Send it to Notis and create a follow-up task in AgencyZoom.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create task post endpoint
Creates a new task in agencyzoom; ensure `assigneeid`, `customerid`, or `leadid` are valid existing entities if provided, and use `contactemail`, `customerid`, or `leadid` to link the task to a contact.
Why this helps
A callback promised in chat can slip through when it is not captured as a task in the team's existing workflow.
- Turn submitted callback requests into trackable tasks.
- Keep the request connected to an existing lead or customer when identified.
- Reduce the chance of forgetting a promised follow-up.
Setup
Build it in a few focused steps.
- 1Connect 2chat and AgencyZoom once in the Notis portal.
- 2Create an automation named WhatsApp Callback Task.
- 3Tell Notis to create an AgencyZoom task from each submitted callback request and link it using a supplied valid lead or customer identifier.
- 4Pick a Notis webhook trigger and choose where run reports should go.
- 5Test with one real callback request and a valid related record.
Questions about this workflow
Can the task be linked to a person?
Yes. Provide a valid lead ID or customer ID, or a contact email, so AgencyZoom can link the task.
Will this read WhatsApp chats on its own?
No. Start it by sending a callback request to the Notis webhook.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Agencyzoom. A trigger fires from one place; an action lands in another.
2chat 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.
2chat and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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