Turn research findings into AgencyZoom follow-up tasks
Give each actionable research signal a next step that can be picked up from the right record.
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
Useful research is easy to forget when no task records who should act on it next.
- Turn an actionable finding into a visible next step.
- Link the task to a known lead or customer when identifiers are available.
- Reduce the chance that research gets lost in a report.
Setup
Build it in a few focused steps.
- 1Connect Agenty and AgencyZoom once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Describe what counts as an actionable finding and how to create a concise task linked to the supplied record.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Send one real finding and confirm the task appears with the intended link.
Questions about this workflow
What does the task need to link to a contact?
Use a valid contactemail, customerid, or leadid. An assigneeid must also be valid if provided.
Does the workflow assign every task to someone?
Only if valid assignee information is supplied. The action allows an assigneeid but does not specify a default assignment.
Can it create a task from a scheduled review?
Yes, if the task should be created on a recurring schedule, choose a Notis cron trigger and make the relevant research available for each run.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Agencyzoom. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Agencyzoom.