Close the loop between Agiled delivery and Agencyzoom sales
When project work reaches a meaningful outcome, help the related Agencyzoom lead reflect that decision so your pipeline stays useful.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Change lead status
Changes a lead’s lifecycle status.
Why this helps
A completed or abandoned project can leave its sales record showing an outdated lifecycle status.
- Keep lifecycle status aligned with a confirmed closeout decision.
- Reduce stale lead records after project outcomes.
- Make the status change part of the closeout handoff.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Agencyzoom once in the Notis portal.
- 2Create an automation for closeout status updates.
- 3Tell Notis which Agiled closeout outcomes should change a matching Agencyzoom lead and specify the intended lifecycle status and valid lead reference.
- 4Choose a Notis webhook trigger and where run reports should go.
- 5Test with one real closeout and confirm the lead status reflects the intended outcome.
Questions about this workflow
Can this change a lead to any status?
It updates a lead lifecycle status such as active, won, lost, or x-dated. Specify the intended status in your instruction.
Can it also manage pipeline details?
The action can optionally manage workflow, pipeline, stage, source, or associated tags when you provide the correct details.
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
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.