Keep email context with the AgencyZoom lead
When an incoming message belongs to a known lead, record its useful context as a lead note for the team.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Create a lead note
Adds a new note to an existing lead in agencyzoom, identified by `leadid`.
Why this helps
Important details from prospect messages can be hard for teammates to find when they live only in email.
- Keep selected email context alongside a lead.
- Make useful details easier for the team to review.
- Choose which messages deserve a note with a clear prompt.
Setup
Build it in a few focused steps.
- 1Connect Gmail and AgencyZoom once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis which messages to note and how to identify the existing lead by its valid lead ID.
- 4Pick the New Gmail Message Received trigger and choose where run reports go.
- 5Test with one real message for a lead whose ID you can provide.
Questions about this workflow
Can the workflow look up the lead ID from the sender email?
The listed note action requires a lead ID and no lead lookup action is included here. Provide the ID in the message or prompt, or use a workflow only when the lead ID is known.
Can it edit a note later?
No. This action adds a new note and cannot edit or retrieve existing notes.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Agencyzoom. A trigger fires from one place; an action lands in another.
Gmail 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.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
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 Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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.
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.
Mark task as completed
Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.
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.
Gmail and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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