Make Agiled milestones actionable in Agencyzoom
Give client-facing milestones a next step in Agencyzoom, so follow-ups do not depend on remembering to create a task later.
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 milestone can be marked in Agiled while the related client follow-up remains nobody's responsibility.
- Turn milestone notices into concrete follow-up work.
- Link a task to a lead or contact when the appropriate identifier is available.
- Reduce forgotten handoffs between delivery and agency teams.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Agencyzoom once in the Notis portal.
- 2Create an automation for milestone follow-up tasks.
- 3Tell Notis to create an Agencyzoom task for the incoming Agiled milestone and include valid assignee and contact, customer, or lead details when applicable.
- 4Choose a Notis webhook trigger and where run reports should go.
- 5Test with one real milestone and confirm the task is linked as intended.
Questions about this workflow
What is needed to link a task to a contact?
Agencyzoom can link a task using a valid contact email, customer id, or lead id.
Can the workflow assign the task?
Provide a valid Agencyzoom assignee id in the instruction when the task should be assigned.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Agencyzoom. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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