Review Agencyzoom assignment groups on a schedule
Get a regular view of how work is organized across Agencyzoom assignment groups.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get a list of assign groups
Retrieves all assign groups configured in agencyzoom, used for categorizing or assigning items to specific teams or units.
Why this helps
Team structure drifts quietly when assignment groups are only checked during emergencies.
- Keep ownership structures visible
- Spot unexpected group changes
- Reduce manual administrative checks
Setup
Build it in a few focused steps.
- 1Connect Notis and Agencyzoom in the portal once.
- 2Create an automation named Assignment group review.
- 3Tell Notis to retrieve assign groups, summarize meaningful changes, and highlight items needing attention.
- 4Choose a Notis cron schedule and select where reports go.
- 5Run one test immediately and review the summary.
Questions about this workflow
Does this change assignment groups?
No. Action 357 only retrieves the configured groups for review.
Can I choose the cadence?
Yes, select the recurring Notis cron schedule that fits your operating rhythm.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Agencyzoom. A trigger fires from one place; an action lands in another.
Google Slides 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.
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
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.
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.
Google Slides and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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