Connect Confluence to Agencyzoom
When something happens in Confluence, Notis takes the next step in Agencyzoom. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from Confluence to Agencyzoom
Turn Confluence tasks into Agencyzoom follow-ups
Create an Agencyzoom task when a Confluence action item is created.
Create an Agencyzoom lead from a Confluence page
Use a newly created Confluence page as a prompt to create or update an Agencyzoom lead.
Save Confluence page comments as Agencyzoom lead notes
Add a lead note when a new footer comment captures customer or prospect context.
Turn Confluence inline comments into customer notes
Add customer notes in Agencyzoom when inline documentation comments contain service context.
Review lead status when a Confluence page changes
Use updated documentation to prompt an Agencyzoom lead status change when the evidence supports it.
Batch new Confluence child pages into Agencyzoom leads
Create several Agencyzoom leads when a parent page receives structured child intake pages.
Create business leads from Confluence announcements
Use a new Confluence blog post containing company intake details to create an Agencyzoom business lead.
Create Agencyzoom opportunities from matching Confluence content
Create a lead opportunity when new Confluence content matches a focused CQL query.
Create review tasks for new Confluence attachments
Schedule an Agencyzoom task when a new attachment needs customer or policy follow-up.
Supported Triggers and Actions
Notis builds workflows that link Confluence to Agencyzoom. A trigger fires from one place; an action lands in another.
Confluence 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.
New Attachment Added
Triggers when a new attachment is uploaded to a Confluence page. Optionally filters by media type.
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.
Blog Post Added to Label
Triggers when a new blog post is added to a specific label in Confluence.
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.
Blogpost Inline Comment Added
Triggers when a new inline comment is added to a Confluence blog post.
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.
Blog Post Like Count Changed
Triggers when a Confluence blog post's like count changes (someone likes or unlikes).
Mark task as completed
Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.
Blog Post Updated
Triggers when a Confluence blog post is updated (any edit that creates a new version).
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.
Content Restrictions Changed
Triggers when view or edit restrictions change on a Confluence page or blog post. Detects user/group restrictions being added, removed, or modified.
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.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
Automations
Inbox
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1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Confluence and Agencyzoom
Connect any two apps with Notis in the middle.
Confluence and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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