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Notis

Turn IoT risk alerts into AgencyZoom follow-up tasks

When a device alert needs a human review, create a task with the reading, timestamp, and available customer or lead context.

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 task.

Why this helps

Device alerts can get lost between monitoring dashboards and the agency follow-up queue.

  • Give an agent a clear next step when a relevant device reading arrives.
  • Keep the alert details with the follow-up task.
  • Skip task creation when the webhook does not identify a relevant customer or lead.

Setup

Build it in a few focused steps.

  • 1Connect Adafruit IO and AgencyZoom once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Tell Notis to create a task for a device alert that needs human review, including the reading and timestamp; link it only when the payload provides a valid existing customer or lead reference.
  • 4Choose the webhook trigger, select a report channel, and test with one real example.

Questions about this workflow

Does this listen directly to an Adafruit IO trigger?

No Adafruit IO trigger event is listed here. Notis starts this workflow when an external tool or custom backend sends it an HTTP request.

Can it link a task to an AgencyZoom record?

Ask Notis to use a valid existing customer or lead reference when the webhook provides one. The task action supports linking through customerid or leadid.

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.

TriggerScheduled

Authenticate for JWT via V4 SSO

Completes sign-in by exchanging an authorization code for an access token.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Batch create contacts

Creates up to five contacts at once.

ActionInstant

Batch create leads

Creates up to five leads at once.

ActionInstant

Batch delete tasks

Permanently deletes multiple tasks.

ActionInstant

Change lead status

Changes a lead’s lifecycle status.

ActionInstant

Mark task as completed

Marks an existing task as completed.

ActionInstant

Create a customer note

Adds a note to an existing customer’s profile.

ActionInstant

Create a driver for an opportunity

Creates a driver record for an existing opportunity.

ActionInstant

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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