Create an Agencyzoom follow-up task from a new slide
Convert a stated next step in a deck into a task before it gets forgotten.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
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
Next steps written in presentations are easy to miss after the meeting ends.
- Turn explicit next steps into assigned work
- Reduce dropped follow-ups after presentations
- Keep tasks connected to a lead or customer
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Agencyzoom in Notis once.
- 2Create an automation named Slide next step task.
- 3Tell Notis to detect a concrete follow-up and create an Agencyzoom task linked to the identified lead or customer.
- 4Pick the Google Slides New Slide Added trigger and select a report destination.
- 5Test with one slide containing a dated next step.
Questions about this workflow
Can Notis create a task for an email contact?
Yes, the task action supports contactemail when the contact can be identified.
What if the slide only contains general discussion?
Instruct Notis to create a task only when the slide states a specific action or owner.
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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