Turn incoming referral details into Agencyzoom contacts
Send contact details to a Notis webhook and have Notis create the contacts in Agencyzoom in one batch.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Batch create contacts
Creates 1 to 5 new contacts in agencyzoom in a single batch api call.
Why this helps
Referral names and contact details can arrive through forms or internal tools and then wait for manual entry.
- Move referral details into Agencyzoom promptly.
- Create up to five contacts in a single batch action.
- Reduce manual handling of incoming contact information.
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom once in the Notis portal.
- 2Create an automation in the portal and choose a webhook trigger.
- 3Describe in one instruction how incoming contact details should become Agencyzoom contacts.
- 4Choose where run reports should go and use the generated webhook URL as the HTTP request destination.
- 5Test with one real request containing one to five contacts and review the result.
Questions about this workflow
How many contacts can one run create?
The batch contact action creates one to five contacts in a single API call.
Where do the incoming details come from?
Any system able to send an HTTP request can start the webhook. The request should include the contact details to create.
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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