Keep lead records current as you email prospects
Capture prospect details included in a sent message in the matching AgencyZoom lead, or create a lead when appropriate.
Trigger
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.
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
Useful prospect details can remain only in sent email instead of the lead record.
- Use information from sent messages to refresh lead records.
- Reduce duplicate manual entry between email and CRM.
- Specify how Notis should treat messages without enough identifying details.
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 sent messages contain lead updates and provide valid pipeline, stage, lead source, and assignee values if needed.
- 4Pick the Email Sent trigger and choose where run reports go.
- 5Test with one real sent message that includes prospect details.
Questions about this workflow
Can this find a lead using the email thread ID?
The trigger includes the thread ID, but the listed lead action does not take a thread ID. Give Notis a reliable lead identifier in the email content or specify when to skip.
What if the email is not about a lead?
Tell Notis to skip messages that do not contain the lead updates you want recorded.
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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