Keep new email context with the right AgencyZoom lead
New inquiries often arrive while you are focused elsewhere. Put the useful context on the lead so it is ready when you return.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create a lead note
Adds a new note to an existing lead in agencyzoom, identified by `leadid`.
Why this helps
Important details from a new email can get buried in an inbox and never make it into the lead record.
- Keep the original request and useful details with the lead.
- Reduce inbox searching before follow-up.
- Avoid creating a second lead when the sender already exists.
Setup
Build it in a few focused steps.
- 1Connect Agent Mail and AgencyZoom once in Notis.
- 2Create an automation in the portal or by telling Notis what outcome you want.
- 3In one instruction, ask Notis to find the matching lead, summarize the new email, and add a lead note without duplicating existing context.
- 4Pick Agent Mail's New Email Received trigger and choose where run reports should go.
- 5Test with one real email and confirm the note appears on the intended lead.
Questions about this workflow
What if the sender does not match an existing lead?
Have the instruction tell Notis to skip the note and report that no matching lead was found. This action adds notes to existing leads and does not create one.
Can this create a lead from the email?
No. This workflow adds a note to a lead that already exists in AgencyZoom.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Agencyzoom. A trigger fires from one place; an action lands in another.
Agent mail 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
Authenticates a user via v4 single sign-on (sso) using the provided callback `code` (typically required for success) to retrieve a jwt and initial user session information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Batch create contacts
Creates 1 to 5 new contacts in agencyzoom in a single batch api call.
New Email Received
Trigger for new emails in an AgentMail inbox
Batch create leads
Creates up to 5 new leads in agencyzoom; all referenced entity ids (e.g., pipeline, user, custom field names) must exist, and organization `name` is required if `isbusiness` is true.
Batch delete tasks
Deletes multiple agencyzoom tasks in a batch; task deletion is permanent and the response indicates overall batch success, not individual task status.
Change lead status
Updates a lead's lifecycle status (e.g., active, won, lost, x-dated) and can optionally manage its workflow, pipeline, stage, source, or associated tags.
Mark task as completed
Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.
Create a customer note
Adds a new note to an existing customer's profile using their id; cannot be used to edit or retrieve existing notes.
Create a driver for an opportunity
Creates a new driver record associated with an existing agencyzoom opportunity using its id; full driver details are handled by the api endpoint directly, not specified in this action's request.
Connect any two apps with Notis in the middle.
Agent mail and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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