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Notis

Keep AgencyZoom leads updated after GitHub reviews

Share progress without asking someone to translate engineering activity by hand.

Trigger

Pull Request Review Submitted

Triggers when a new review is submitted for a GitHub pull request. Emits an event for each newly submitted review on the monitored pull request, covering all review types: APPROVED, CHANGES_REQUESTED, COMMENTED, and DISMISSED.

Action

Create a lead note

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

Why this helps

Review approvals can signal a customer milestone, yet the account context stays outdated.

  • Keeps relationship records current
  • Cuts duplicate status work
  • Makes milestones easier to spot

Setup

Build it in a few focused steps.

  • 1Connect GitHub and AgencyZoom to Notis once in the portal.
  • 2Create an automation in Automations.
  • 3Write an instruction to add a useful lead note after a GitHub pull request review, choose the review trigger and select a channel for run reports.
  • 4Test with one submitted review.

Questions about this workflow

Can Notis distinguish review outcomes?

Ask Notis in your prompt to note the review outcome and relevant pull request context.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link GitHub to Agencyzoom. A trigger fires from one place; an action lands in another.

GitHub triggers

Agencyzoom actions

New Workflow Artifact Created

Triggers when a new workflow artifact is created in a GitHub repository. Monitors for newly created GitHub Actions workflow artifacts. Optionally filters by artifact name to restrict monitoring to specific artifacts.

TriggerPolling

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

Branch Changed

Triggers when a GitHub branch changes. Monitors a specific branch for: - New commits pushed (head commit SHA changes) - Protection status toggled (branch becomes protected or unprotected) - Protection settings changed, including: required status checks and their enforcement level, admin enforcement, required pull request reviews (dismiss stale reviews, code owner reviews, approving review count, last push approval), required linear history, force push allowance, deletion allowance, conversation resolution, branch locking, and fork syncing.

TriggerPolling

Batch create contacts

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

ActionInstant

New Branch Created

Triggers when a new branch is created in a GitHub repository. Detects newly created branches. Deleted branches do not fire events.

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

Check Run Status / Conclusion Changed

Triggers when a specific GitHub check run changes its status or conclusion. Monitors a single check run for changes to: status (queued, in_progress, completed, etc.), conclusion (success, failure, neutral, cancelled, skipped, timed_out, action_required), started_at, and completed_at.

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

Check Suite Status / Conclusion Changed

Triggers when a GitHub check suite changes its status or conclusion for a given ref. Monitors all check suites associated with a git reference (branch, tag, or commit SHA) for changes to status (queued, in_progress, completed, etc.) and conclusion (success, failure, neutral, cancelled, skipped, timed_out, action_required, startup_failure, stale). Optionally filters by GitHub App ID.

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 Code Scanning Alert Created

Triggers when a new code scanning alert is created in a repository. Fires an event for each newly created code scanning alert detected in the configured repository. Alerts can be filtered by Git reference, scanning tool, state, and severity. The payload includes the alert number, rule details, tool information, state, severity, and the location of the most recent instance.

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

New Repository Collaborator Added

Triggers when a new collaborator is added to a GitHub repository. Monitors the full list of collaborators on a repository and fires an event for each newly added collaborator. The payload includes the collaborator's GitHub username, account ID, profile URL, avatar URL, permission flags (pull, triage, push, maintain, admin), and assigned role name.

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

Commit Event

Triggered when a new commit is pushed to a repository.

TriggerInstant

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.

Not just GitHub and Agencyzoom. Any combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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