Create Agencyzoom leads from new Drive intake files
Let Notis review new intake files and prepare the matching lead record in Agencyzoom.
Trigger
File Created
Triggers when a new file is created in Google Drive.
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
Intake details sit in documents while someone still has to re-enter them into the agency CRM.
- Reduce manual re-entry from intake documents.
- Update an existing lead when a reliable match is found.
- Surface missing required details instead of guessing.
Setup
Build it in a few focused steps.
- 1Connect Google Drive and Agencyzoom once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to read new intake files and create or update an Agencyzoom lead only when required details are present.
- 4Pick the Google Drive File Created trigger and choose where run reports go.
- 5Test with one real intake file.
Questions about this workflow
Will it invent details that are missing from a file?
No. Ask Notis to use details present in the document and report missing required information.
Can it update an existing lead?
The Agencyzoom action supports creating a lead or updating an existing one. Ask Notis to check for a reliable match first.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Agencyzoom. A trigger fires from one place; an action lands in another.
Google Drive 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.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
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.
File Created
Triggers when a new file is created in Google Drive.
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.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
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.
File Shared (Permissions Added)
Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.
Mark task as completed
Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
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.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
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.
Google Drive and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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