Save important tagged prospect context to Agencyzoom
Use an Asana tag to flag context that should follow the prospect into Agencyzoom, without losing the reason behind the flag.
Trigger
Tag Added to Task
Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.
Action
Create a lead note
Adds a new note to an existing lead in agencyzoom, identified by `leadid`.
Why this helps
A tag can signal priority in Asana, but the reason for attention may be hard to find during Agencyzoom follow-up.
- Preserve why a prospect task was flagged.
- Keep key context accessible with the related lead.
- Reduce the effort of repeating notes across tools.
Setup
Build it in a few focused steps.
- 1Connect Asana and Agencyzoom once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel what outcome you want.
- 3In one instruction, ask Notis to add the task context and triggering tag as a note to the related Agencyzoom lead.
- 4Pick the Asana Tag Added to Task trigger and choose where run reports should go.
- 5Test with one real tagged task and verify the note on the correct lead.
Questions about this workflow
What does the tag trigger provide?
For Asana tag events, the task is the resource and the tag is the parent. The parent GID identifies the tag.
How should the related lead be identified?
Include a lead identifier or reliable identifying details in the task context so Notis can associate the note with the intended lead.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Agencyzoom. A trigger fires from one place; an action lands in another.
Asana 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
Authenticates a user via v4 single sign-on (sso) using the provided callback `code` (typically required for success) to retrieve a jwt and initial user session information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Batch create contacts
Creates 1 to 5 new contacts in agencyzoom in a single batch api call.
Attachment Added to Task
Triggers when an attachment is added to a task.
Batch create leads
Creates up to 5 new leads in agencyzoom; all referenced entity ids (e.g., pipeline, user, custom field names) must exist, and organization `name` is required if `isbusiness` is true.
New Comment on Task
Triggers when a comment is added to a task in a project.
Batch delete tasks
Deletes multiple agencyzoom tasks in a batch; task deletion is permanent and the response indicates overall batch success, not individual task status.
New Task Created
Triggers when a new task is created in a project.
Change lead status
Updates a lead's lifecycle status (e.g., active, won, lost, x-dated) and can optionally manage its workflow, pipeline, stage, source, or associated tags.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Mark task as completed
Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.
Tag Added to Task
Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.
Create a customer note
Adds a new note to an existing customer's profile using their id; cannot be used to edit or retrieve existing notes.
Task Updated
Triggers when a task is updated in a project.
Create a driver for an opportunity
Creates a new driver record associated with an existing agencyzoom opportunity using its id; full driver details are handled by the api endpoint directly, not specified in this action's request.
Connect any two apps with Notis in the middle.
Asana and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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