Create Agencyzoom review tasks from attachments
Turn every important upload into a visible next step.
Trigger
New Attachment Added
Triggers when a new attachment is uploaded to a Confluence page. Optionally filters by media type.
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
Uploaded forms and files can sit untouched after they arrive.
- Prevent document backlogs
- Create accountable next steps
- Keep reviews visible
Setup
Build it in a few focused steps.
- 1Connect Confluence and Agencyzoom in Notis once.
- 2Create an automation telling Notis to create a review task for each relevant attachment.
- 3Pick New Attachment Added as the trigger.
- 4Choose where run reports go and test with one real upload.
Questions about this workflow
Can it filter by file type?
Yes, the trigger can optionally filter by media type.
Can the task include the page context?
Yes, ask Notis to include the source page and attachment details available in the event.
When this happens · Trigger
Do this · Action
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.
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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