Add Discord member context to Agencyzoom lead notes
Start outreach with the context your team already saw in the community.
Trigger
New Member Joined
Triggered when a new member joins a Discord server (guild) you manage.
Action
Create a lead note
Adds a new note to an existing lead in agencyzoom, identified by `leadid`.
Why this helps
Useful profile details are forgotten between community discovery and sales outreach.
- Improve outreach relevance
- Preserve discovery context
- Reduce repeated questions
Setup
Build it in a few focused steps.
- 1Connect Discord and Agencyzoom in Notis once.
- 2Create an automation named Member context lead note.
- 3Tell Notis to identify an existing lead, summarize relevant profile details, and add a note without storing irrelevant personal data.
- 4Pick New Member Joined as the trigger, choose a report channel, and test with one known lead.
Questions about this workflow
Does this create a new lead?
No. This workflow adds context to an existing lead when a reliable match is available.
Can I limit which profile details are saved?
Yes. Specify the exact business or sales details that should be included.
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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