Keep customer document updates with the customer
Give the service team a quick record of what happened in a customer document workflow, right on the AgencyZoom profile.
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 note to an existing customer’s profile.
Why this helps
Customer service context gets harder to act on when document progress is tucked away in another system.
- Keep customer service context in the profile
- Make workflow updates easier to find
- Reduce context switching during follow-up
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and AgencyZoom once in the Notis portal.
- 2Create an automation in Automations, then New Automation.
- 3Describe that a relevant document workflow request should add its supplied update as a note to the matching existing AgencyZoom customer.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real customer ID and workflow update.
Questions about this workflow
Does this work with a lead or a customer?
This workflow uses the customer note action and needs an existing customer ID.
Can it change an existing note?
No. It creates a new note and cannot edit or retrieve existing notes.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Agencyzoom. A trigger fires from one place; an action lands in another.
ActiveMerge 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
Completes sign-in by exchanging an authorization code for an access token.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Batch create contacts
Creates up to five contacts at once.
Batch create leads
Creates up to five leads at once.
Batch delete tasks
Permanently deletes multiple tasks.
Change lead status
Changes a lead’s lifecycle status.
Mark task as completed
Marks an existing task as completed.
Create a customer note
Adds a note to an existing customer’s profile.
Create a driver for an opportunity
Creates a driver record for an existing opportunity.
Connect any two apps with Notis in the middle.
ActiveMerge and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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