Create an Agencyzoom opportunity from a new proposal slide
Move qualified opportunities from the presentation into a structured sales record.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Action
Create a lead opportunity
Adds a new sales opportunity to an existing lead in agencyzoom, requiring a valid `leadid`, `carrierid`, `productlineid`, and that custom field names match existing definitions in agencyzoom.
Why this helps
Potential deals remain buried in proposal decks instead of entering opportunity tracking.
- Track qualified opportunities centrally
- Reduce duplicate CRM entry
- Preserve carrier and product context
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Agencyzoom in Notis once.
- 2Create an automation named Proposal slide to opportunity.
- 3Tell Notis to identify the lead and create an opportunity using valid carrier and product line ids.
- 4Pick the Google Slides New Slide Added trigger and choose a report channel.
- 5Test with one qualified proposal slide.
Questions about this workflow
What ids are required?
The matching lead, carrier, product line, and any referenced custom field names must exist in Agencyzoom.
Can it update an existing opportunity?
Action 338 creates a new lead opportunity. It does not update an existing one.
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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