Give every Affinity handoff a next step
Send the follow-up need from Affinity to Notis and create a task your agency team can act on.
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
A promising conversation can be forgotten when the next action is buried in deal notes or another inbox.
- Put follow-up work in the agency task system
- Link the task to a valid lead or customer when provided
- Reduce dropped handoffs
Setup
Build it in a few focused steps.
- 1Connect Affinity and AgencyZoom once in Notis.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3In one instruction, ask Notis to create an AgencyZoom task for the submitted follow-up and link it to a valid lead, customer, or contact email when supplied.
- 4Choose the webhook trigger and the channel for run reports.
- 5Test with one real follow-up and confirm any referenced record exists.
Questions about this workflow
Does this assign tasks to a particular person?
Only if you provide a valid AgencyZoom assignee ID in the submitted request or instruction.
What can link the task to a contact?
The action supports a contact email, customer ID, or lead ID. The referenced record must be valid when an ID is used.
When this happens · Trigger
Do this · Action
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.
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.
Affinity and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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