Create Agencyzoom leads from new Confluence pages
Turn each approved intake page into a ready Agencyzoom lead.
Trigger
New Page Created
Triggers when a new page is created in Confluence. Optionally filters by space or status.
Action
Create lead
Creates a new lead or updates an existing one in agencyzoom; ensure `pipelineid`, `stageid`, `leadsourceid`, and `assignto` reference valid, existing entities.
Why this helps
New prospect details buried in pages require duplicate data entry before sales can act.
- Speed up lead intake
- Reduce duplicate entry
- Start follow-up sooner
Setup
Build it in a few focused steps.
- 1Connect Confluence and Agencyzoom in Notis once.
- 2Create an automation instructing Notis to create or update an Agencyzoom lead from each new intake page.
- 3Pick New Page Created as the trigger.
- 4Choose a report channel and test with one real intake page.
Questions about this workflow
Can it update an existing lead?
Agencyzoom's create lead action can create a new lead or update an existing one when the identifying details match.
Can I limit this to a space?
Yes, configure the Confluence trigger with its available space or status filter.
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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