Turn ClickUp coverage requests into AgencyZoom opportunities
Capture a clear request for a new coverage discussion as an opportunity linked to the existing lead.
Trigger
Task Created
Triggers when a new task is created in the configured Workspace.
Action
Create a lead opportunity
Adds a new sales opportunity to an existing lead in agencyzoom, requiring a valid `leadid`, `carrierid`, `productlineid`, and that custom field names match existing definitions in agencyzoom.
Why this helps
A coverage request in a task can be overlooked if it never becomes an opportunity in AgencyZoom.
- Give a clear coverage request a trackable opportunity.
- Keep the opportunity attached to an existing lead.
- Avoid creating records with missing or invalid agency identifiers.
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 to create an opportunity only for clear coverage requests that include a valid lead ID, carrier ID, and product line ID.
- 4Choose ClickUp Task Created as the trigger and select where run reports should go.
- 5Test with one real request and verify the opportunity appears under the intended lead.
Questions about this workflow
Can this create an opportunity without an existing lead?
No. The action requires an existing lead and valid carrier and product line IDs.
Will it update an existing opportunity?
No. This action creates a new opportunity. Instruct Notis to check for an existing matching opportunity when possible and avoid duplicates.
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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