Turn Discord reactions into Agencyzoom customer notes
Use a simple reaction as a reliable signal to preserve customer context.
Trigger
Message Reaction Added
Triggered when a reaction (emoji) is added to a message in a monitored Discord channel.
Action
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.
Why this helps
Signals hidden in emoji reactions are easy to miss during a busy day.
- Capture lightweight intent signals
- Keep customer history complete
- Reduce monitoring overhead
Setup
Build it in a few focused steps.
- 1Connect Discord and Agencyzoom in Notis once.
- 2Create an automation named Discord reaction customer signal.
- 3Tell Notis which reactions matter, how to identify the customer, and what context to write in the note.
- 4Pick Message Reaction Added as the trigger, choose a report channel, and test with one selected reaction.
Questions about this workflow
Can I limit this to certain emojis?
Yes. Name the reactions that should create notes in your instruction.
What if the reaction cannot be linked to a customer?
Notis can send a report asking for identification instead of creating an unlinked note.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Discord to Agencyzoom. A trigger fires from one place; an action lands in another.
Discord 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 Discord Message Trigger
Polls a specific Discord channel for new messages.
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.
New Member Joined
Triggered when a new member joins a Discord server (guild) you manage.
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.
Message Reaction Added
Triggered when a reaction (emoji) is added to a message in a monitored Discord channel.
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.
New Thread Created
Triggered when a new thread is created in a Discord channel within a monitored server.
Mark task as completed
Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.
Message Edited
Triggered when an existing message in a monitored Discord channel is edited.
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.
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.
Discord and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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