Turn new prospect emails into AgencyZoom leads
Let Notis capture prospect details from a new Gmail message and add or update the lead in AgencyZoom.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Create lead
Creates a new lead or updates an existing one in agencyzoom; ensure `pipelineid`, `stageid`, `leadsourceid`, and `assignto` reference valid, existing entities.
Why this helps
Prospect details buried in email are easy to miss or leave out of the sales pipeline.
- Capture prospect details without retyping them.
- Keep new inquiries moving into the agency pipeline.
- Use one instruction to tell Notis which valid pipeline, stage, lead source, and assignee to use.
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.
- 3Describe how to identify a prospect and which valid AgencyZoom pipeline, stage, lead source, and assignee to use.
- 4Pick the New Gmail Message Received trigger and choose where run reports go.
- 5Test with one real prospect email.
Questions about this workflow
Can this create a lead from every new email?
Tell Notis in the instruction how to recognize prospect inquiries and when to skip unrelated messages.
What AgencyZoom details do I need to provide?
The action requires valid pipeline, stage, lead source, and assignee references. Specify the agency values Notis should use.
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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