Keep public context on the customer profile
Add relevant company or service context to the AgencyZoom customer record where the team can find it.
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
Public details that could help a customer conversation are often lost outside the customer record.
- Keep useful context with the existing customer record.
- Create a concise note rather than copying an entire page.
- Flag information that may need confirmation before it is used.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and AgencyZoom once in the Notis portal.
- 2Create an automation and describe which public details are relevant to save as a customer note.
- 3Choose a Notis webhook trigger and select a report channel.
- 4Provide the website and existing customer id, then test with one real example.
Questions about this workflow
Can this update an existing note?
No. The action adds a new note to an existing customer profile and cannot edit or retrieve existing notes.
What if the customer match is unclear?
Supply a valid customer id. The automation should flag an uncertain match for review rather than choose a profile.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Agencyzoom. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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