Review the pipeline structure behind device-related leads
Get a scheduled view of the AgencyZoom pipelines and stages available for inquiries connected to monitored devices.
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
It is easy to lose track of which pipeline and stages are available when setting up lead intake.
- See configured pipelines and stages without searching manually.
- Use the current structure to check lead intake instructions.
- Receive a recurring report that supports consistent follow-up.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Ask Notis to retrieve the pipelines and stages and summarize which are relevant to device-related lead follow-up.
- 4Choose the recurring schedule trigger and a report channel, then test with one real run.
Questions about this workflow
Does this return individual leads?
No. The action retrieves pipeline and stage structure, not individual leads or tasks.
Can the schedule change pipelines?
No. This action is read-only and returns the configured structure for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adafruit IO to Agencyzoom. A trigger fires from one place; an action lands in another.
Adafruit IO 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.
Adafruit IO and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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