Create AgencyZoom follow-ups from ClickUp tasks
Capture a client follow-up in ClickUp and let Notis create the corresponding AgencyZoom task when the task includes a way to identify the contact.
Trigger
Task Created
Triggers when a new task is created in the configured Workspace.
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
Client follow-ups can get lost when a task is recorded in ClickUp but the agency team works from AgencyZoom.
- Keep client follow-ups visible in AgencyZoom.
- Reduce duplicate entry across work tools.
- Skip tasks that do not identify a contact clearly.
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 AgencyZoom task for a ClickUp task that describes a client follow-up and includes a valid lead ID, customer ID, or contact email.
- 4Choose ClickUp Task Created as the trigger and select where run reports should go.
- 5Test with one real task that identifies an AgencyZoom contact.
Questions about this workflow
What must a ClickUp task include?
It should clearly describe the follow-up and include an AgencyZoom lead ID, customer ID, or contact email. Notis should skip it if the contact cannot be identified reliably.
Will this copy every ClickUp task?
No. Instruct Notis to create an AgencyZoom task only when the ClickUp task is clearly a client follow-up and has a usable contact reference.
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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