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Notis

Capture Discord objection signals in Agencyzoom

Keep concerns visible so the next conversation starts with the right context.

Trigger

Message Reaction Added

Triggered when a reaction (emoji) is added to a message in a monitored Discord channel.

Action

Create a lead note

Adds a new note to an existing lead in agencyzoom, identified by `leadid`.

Why this helps

Objections signaled in chat reactions disappear before the sales owner can act on them.

  • Preserve objection history
  • Improve next conversations
  • Reduce repeated discovery

Setup

Build it in a few focused steps.

  • 1Connect Discord and Agencyzoom in Notis once.
  • 2Create an automation named Objection reaction logger.
  • 3Tell Notis which reaction represents an objection, summarize the related message, and add it to the matching lead note.
  • 4Pick Message Reaction Added as the trigger, choose a report channel, and test with one objection reaction.

Questions about this workflow

Can the note include the message summary?

Yes. Instruct Notis to capture the concern, surrounding context, and suggested follow-up.

Can unrelated reactions be ignored?

Yes. Specify the exact reaction or channel that should be monitored.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Batch create contacts

Creates 1 to 5 new contacts in agencyzoom in a single batch api call.

ActionInstant

New Discord Message Trigger

Polls a specific Discord channel for new messages.

TriggerPolling

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.

ActionInstant

New Member Joined

Triggered when a new member joins a Discord server (guild) you manage.

TriggerPolling

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.

ActionInstant

Message Reaction Added

Triggered when a reaction (emoji) is added to a message in a monitored Discord channel.

TriggerPolling

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.

ActionInstant

New Thread Created

Triggered when a new thread is created in a Discord channel within a monitored server.

TriggerPolling

Mark task as completed

Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.

ActionInstant

Message Edited

Triggered when an existing message in a monitored Discord channel is edited.

TriggerPolling

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.

ActionInstant

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.

ActionInstant

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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