Create Agencyzoom opportunities from Confluence matches
Turn targeted knowledge signals into pipeline opportunities.
Trigger
New CQL Content Match
Triggers when new Confluence content appears that matches a user-provided CQL query.
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
Important buying signals can be documented without becoming pipeline work.
- Surface buying signals
- Create opportunities consistently
- Reduce manual triage
Setup
Build it in a few focused steps.
- 1Connect Confluence and Agencyzoom in Notis once.
- 2Create an automation telling Notis to create an opportunity for each matching item and identify the related lead.
- 3Pick New CQL Content Match as the trigger.
- 4Choose a report destination and test with one real match.
Questions about this workflow
What must exist before an opportunity is created?
The related lead, carrier, product line, and any referenced custom fields must be valid in Agencyzoom.
Can the CQL query focus on a project type?
Yes, the trigger accepts a user-provided CQL query.
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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