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Notis

Route address problems into Agencyzoom tasks

Address problems are easy to lose in a busy intake queue. Let Addresszen flag the issue and Agencyzoom hold a task for someone to review it.

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

An address that needs clarification can disappear between intake and follow-up unless someone owns the next step.

  • Give unresolved address issues a visible next step.
  • Link the task to an existing lead, customer or contact email when available.
  • Keep address exceptions out of memory and scattered notes.

Setup

Build it in a few focused steps.

  • 1Connect Addresszen and Agencyzoom once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it for address review.
  • 3Tell Notis to validate each submitted address with Addresszen and create an Agencyzoom task when details need clarification, including the validation issue in the task.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real address that needs review; use valid Agencyzoom ids for any linked lead, customer or assignee.

Questions about this workflow

When does this create a task?

When the instruction identifies an address that Addresszen cannot confirm or that needs clarification.

Can the task be linked to a lead or customer?

Yes, when the provided lead or customer id is valid in Agencyzoom. A contact email can also be used to link the task.

Does this task resolve the address issue?

No. It records the review work in Agencyzoom so a person can resolve the missing or uncertain details.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Addresszen to Agencyzoom. A trigger fires from one place; an action lands in another.

Addresszen 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.

Addresszen and Agencyzoom, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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