Connect Affinity to Agencyzoom

When something happens in Affinity, Notis takes the next step in Agencyzoom. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

Build an automation Browse examples

Examples

Ways Notis can move work from Affinity to Agencyzoom

View example

Add Affinity contacts to AgencyZoom

Create AgencyZoom contacts from people details sent from Affinity, so important relationship context is available in your agency CRM.

View example

Turn an Affinity deal into an AgencyZoom lead

Start an AgencyZoom lead from an Affinity deal when it represents a real sales opportunity, using the existing AgencyZoom pipeline details required to create it.

View example

Attach Affinity deal context to an AgencyZoom lead

Add submitted Affinity context as a note on an existing AgencyZoom lead, keeping useful relationship history close to follow-up work.

View example

Create an AgencyZoom follow-up task from Affinity

Create a task in AgencyZoom from an Affinity handoff when someone needs a clear next action, linked to a valid lead or contact when available.

View example

Reflect an Affinity deal outcome in AgencyZoom

When an Affinity deal outcome is submitted, update the matching AgencyZoom lead’s lifecycle status using the provided valid lead ID and status.

View example

Create AgencyZoom tasks for stale Affinity deals

On a recurring schedule, review Affinity deals for stalled follow-up and create AgencyZoom tasks for the specific opportunities that need attention.

View example

Move qualified Affinity deals into AgencyZoom

On a recurring review, identify qualified Affinity deals and create or update their AgencyZoom leads with valid existing pipeline references.

View example

Refresh AgencyZoom lead context from Affinity

On a recurring schedule, review Affinity deal context and add a concise note to a specified existing AgencyZoom lead when there is meaningful new information.

View example

Review Affinity business relationships for AgencyZoom

On a recurring review, identify business relationships in Affinity that meet your criteria and create or update their business lead records in AgencyZoom.

Supported Triggers and Actions

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

Affinity 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

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.