Keep useful market context with the customer profile
Give service and sales teammates a concise record of the market context that matters to a customer.
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
Useful competitor and campaign context can be hard to find when it never reaches the customer profile.
- Add relevant context to an existing customer profile.
- Help teammates prepare with a concise note.
- Keep the note grounded in the supplied Adyntel finding.
Setup
Build it in a few focused steps.
- 1Connect Adyntel and Agencyzoom once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to summarize a relevant supplied Adyntel finding and add it as a note to the specified existing customer.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real finding and an existing Agencyzoom customer ID.
Questions about this workflow
Does this create or update a customer record?
No. It adds a new note to an existing customer's profile using the supplied customer ID.
Can the note contain details missing from the report?
It should only summarize supplied information. Include any customer-specific context that should be considered.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adyntel to Agencyzoom. A trigger fires from one place; an action lands in another.
Adyntel 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.
Adyntel and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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