Add Adrapid campaign updates to Agencyzoom customers
Keep customer-facing campaign history visible in the customer 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
Important campaign updates can disappear from the CRM when they remain in production notes.
- Centralize customer context
- Create an auditable update trail
- Reduce context switching
Setup
Build it in a few focused steps.
- 1Connect Adrapid and Agencyzoom once.
- 2Create the automation and state that the payload contains a valid customerid and exact note content.
- 3Choose the webhook trigger and run-report channel.
- 4Test with one real customer update.
Questions about this workflow
What record is required?
The payload must include an existing Agencyzoom customerid.
Can this retrieve old notes first?
No. This action only adds a new customer note.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adrapid to Agencyzoom. A trigger fires from one place; an action lands in another.
Adrapid 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.
Adrapid and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Agencyzoom.