Carry ClickUp client handoffs into AgencyZoom
Make a reassignment that needs client follow-up visible to the agency team as an AgencyZoom task.
Trigger
Task Assignee Updated
Triggers when an assignee is added to or removed from a task. `changes[]` carries `AssigneeAddChange` and/or `AssigneeRemoveChange` entries. A single event may bundle multiple adds and/or removes — for example when a workflow re-routes a task between two users in one operation.
Action
Create task post endpoint
Creates a new task in agencyzoom; ensure `assigneeid`, `customerid`, or `leadid` are valid existing entities if provided, and use `contactemail`, `customerid`, or `leadid` to link the task to a contact.
Why this helps
A task can change owners without creating a clear agency follow-up, leaving client work between teammates.
- Make meaningful client handoffs visible in AgencyZoom.
- Reduce missed follow-up during ownership changes.
- Ignore reassignment events that do not require agency action.
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 assignee changes require an agency handoff and to create a task only when the ClickUp task identifies an existing lead or customer.
- 4Choose ClickUp Task Assignee Updated as the trigger and select where run reports should go.
- 5Test with one real reassignment that requires client follow-up.
Questions about this workflow
Will every assignee change create a task?
No. Specify which reassignments warrant a client handoff. The event can contain multiple additions and removals, so instruct Notis to interpret the full change carefully.
What if there is no contact reference?
Have Notis skip task creation and report that it could not identify the AgencyZoom contact.
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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