Carry ClickUp client context into AgencyZoom
Keep a useful update from a ClickUp task comment with the AgencyZoom lead it concerns.
Trigger
Task Comment Posted
Triggers when a comment is added to a task. `changes[]` carries one `CommentChange` entry whose `comment` field is the typed `ClickupComment` object (id, text, user, reactions, etc.).
Action
Create a lead note
Adds a new note to an existing lead in agencyzoom, identified by `leadid`.
Why this helps
Client context shared in task comments may not reach the people following the lead in AgencyZoom.
- Preserve relevant updates with the lead record.
- Reduce context switching for the next person handling follow-up.
- Skip comments that are unrelated or lack a clear lead reference.
Setup
Build it in a few focused steps.
- 1Connect ClickUp and AgencyZoom once in Notis.
- 2Create an automation in Notis and give it a clear name.
- 3Tell Notis which task comments are relevant lead updates and to add them as a note only when a valid AgencyZoom lead ID is present.
- 4Choose ClickUp Task Comment Posted as the trigger and select where run reports should go.
- 5Test with one real comment on a task linked to an existing lead.
Questions about this workflow
Will every comment become a lead note?
Define which comments count as useful client or sales context. Notis should ignore unrelated discussion and comments without a reliable lead ID.
Can the workflow edit an old note?
No. This action adds a new lead note; it does not edit or retrieve existing notes.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Agencyzoom. A trigger fires from one place; an action lands in another.
Clickup 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.
Folder Created
Triggers when a new Folder is created.
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.
Folder Deleted
Triggers when a Folder is deleted.
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.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
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.
List Created
Triggers when a new List is created.
Mark task as completed
Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.
List Deleted
Triggers when a List is deleted.
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.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
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.
Clickup and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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