Keep customer updates from WhatsApp in AgencyZoom
Capture service details shared in chat as a note on the customer profile, ready for the next person who needs the context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Important customer updates can remain in a chat that other people supporting the account cannot easily find.
- Keep a record of submitted customer updates on the profile.
- Give teammates a shared reference for account conversations.
- Reduce manual note-taking after a chat.
Setup
Build it in a few focused steps.
- 1Connect 2chat and AgencyZoom once in the Notis portal.
- 2Create an automation named WhatsApp Customer Update Note.
- 3Tell Notis to add a concise note with the submitted update to the specified AgencyZoom customer profile.
- 4Pick a Notis webhook trigger and choose where run reports should go.
- 5Test with one real update and a valid customer ID.
Questions about this workflow
Can this update an existing customer note?
No. The AgencyZoom action creates a new note on the customer profile.
What does the webhook need to identify?
Provide the relevant update and the valid customer ID for the profile that should receive the note.
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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