Make sure new inquiries get a follow-up task
When an inquiry lands in Gmail, Notis can create a task in AgencyZoom so the next step has a place to live.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Create task post endpoint
Creates a new task in agencyzoom; ensure `assigneeid`, `customerid`, or `leadid` are valid existing entities if provided, and use `contactemail`, `customerid`, or `leadid` to link the task to a contact.
Why this helps
New requests can sit in an inbox without a clear owner or a reminder to respond.
- Give inquiry follow-up a visible place in AgencyZoom.
- Link the task using the contact email when available.
- Reduce the chance that a new request gets overlooked.
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 which inquiries need a task, the follow-up instruction, and any valid assignee to use.
- 4Pick the New Gmail Message Received trigger and choose where run reports go.
- 5Test with one real inquiry email.
Questions about this workflow
How can the task be linked to the contact?
The action supports a contact email, customer ID, or lead ID. Instruct Notis to use the email address when it is available.
Can the task be assigned to a specific employee?
Yes, if you provide a valid AgencyZoom assignee ID or otherwise specify a valid assignee.
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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