Keep your AgencyZoom workflow reference current
Review pipeline and stage definitions on a schedule so you have a current reference when designing lead intake and follow-up workflows.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get a list of pipelines
Lists the available pipelines and their stages.
Why this helps
When pipeline structures change, old notes can send new work into the wrong process.
- Retrieve pipeline and stage definitions regularly
- Support better grounded lead workflow instructions
- Reduce reliance on stale process notes
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom once in the Notis portal.
- 2Create an automation in Automations, then New Automation.
- 3Describe that the workflow should retrieve AgencyZoom pipelines and stages as a recurring process reference.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test one run and review the returned pipeline and stage definitions.
Questions about this workflow
Does this return leads in each pipeline?
No. It returns pipeline and stage structures, not individual leads or tasks.
Can it change pipeline configuration?
No. This is a read-only lookup.
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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