Turn Airtop findings into AgencyZoom follow-up tasks
When research reveals a clear next step, create a follow-up task in AgencyZoom while the context is fresh.
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 useful research finding can sit untouched because nobody captured the next action in the system they use to follow up.
- Capture next steps while browser research is still fresh.
- Link the task using a valid AgencyZoom customer, lead, or contact email when provided.
- Keep follow-up work visible in the agency's task system.
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.
- 3Describe the task outcome you want Notis to create from Airtop findings, including any known valid assignee and record identifiers or contact email.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real research result and verify the task and its link.
Questions about this workflow
What information links a task to a contact?
The action can use a valid customer ID, lead ID, or contact email to link the task. An assignee ID must also be valid if supplied.
Can this task action determine who should own the work?
Only if the owner information is available in the Airtop result or supplied in your instruction.
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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