Create an Agencyzoom lead from every new Google Slides prospect slide
Capture prospect details from a new slide while the context is fresh, then create an Agencyzoom lead for follow-up.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Action
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.
Why this helps
Prospect information gets trapped in presentation decks and never reaches the sales pipeline.
- Reduce copy and paste between decks and CRM
- Keep new prospects visible to the sales team
- Create follow-up ready lead records faster
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Agencyzoom in Notis once.
- 2Create an automation named New slide to Agencyzoom lead.
- 3Tell Notis to extract prospect details from the new slide and create a valid Agencyzoom lead, asking for missing required ids when needed.
- 4Pick the Google Slides New Slide Added trigger and choose where run reports go.
- 5Test with one real prospect slide and review the created lead.
Questions about this workflow
What happens if the slide lacks required Agencyzoom ids?
Notis can report the missing pipeline, stage, source, or assignee information instead of creating an invalid lead.
Can this handle several prospects on one slide?
Yes, ask Notis to create separate leads when the slide clearly contains multiple prospects.
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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