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Notis

Complete Agencyzoom tasks from Adrapid completion exports

Clear finished follow-ups from Agencyzoom using a confirmed Adrapid completion export.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Mark task as completed

Marks an existing task as completed.

Why this helps

Completed campaign work stays on task lists and creates distracting noise.

  • Keep task lists accurate
  • Reduce stale reminders
  • Process several confirmed completions consistently

Setup

Build it in a few focused steps.

  • 1Connect Adrapid and Agencyzoom once.
  • 2Create an automation stating that each scheduled run receives an Adrapid export with valid Agencyzoom task ids confirmed as complete.
  • 3Pick a recurring schedule and choose the report channel.
  • 4Test with one real completion export.

Questions about this workflow

Does the schedule read Adrapid automatically?

No. Someone or a connected backend must provide the Adrapid export payload for the scheduled run.

Is task deletion involved?

No. The action only marks existing accessible tasks as completed.

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.

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.

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

When this happens · Trigger

Do this · Action

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