Keep customer research on the AgencyZoom profile
Make customer review findings easier to pick up by saving them alongside the customer record.
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
Customer review details can be overlooked when they remain in browser sessions instead of the profile used for service work.
- Add browser research context to an existing customer profile.
- Help the team resume service or renewal work with less searching.
- Use a new note to preserve the review outcome.
Setup
Build it in a few focused steps.
- 1Connect Airtop and AgencyZoom once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to summarize Airtop's customer review findings in a new note for the specified AgencyZoom customer, using the valid customer ID.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real customer review and inspect the profile note.
Questions about this workflow
Can this note be added to a lead?
This action adds a note to an existing customer profile. Use the lead note action for an existing lead.
Can the action retrieve or edit earlier notes?
No. It creates a new customer note and does not retrieve or edit existing notes.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Agencyzoom. A trigger fires from one place; an action lands in another.
Airtop 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.
Airtop and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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