Add new Google Slides context to an Agencyzoom lead note
Keep the latest pitch, objection, or decision beside the lead record without manual CRM updates.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Action
Create a lead note
Adds a new note to an existing lead in agencyzoom, identified by `leadid`.
Why this helps
Important deal context is scattered across decks and missing from the lead history.
- Centralize presentation insights in the lead record
- Preserve a concise history for teammates
- Avoid rewriting deck notes by hand
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Agencyzoom in Notis once.
- 2Create an automation named Slide context to lead note.
- 3Tell Notis to identify the matching lead and write a concise note from the new slide content.
- 4Pick the Google Slides New Slide Added trigger and choose a report channel.
- 5Test with one slide linked to an existing lead.
Questions about this workflow
Does this edit an existing note?
No. Action 337 creates a new lead note and does not edit or retrieve earlier notes.
What if Notis cannot identify the lead?
The run can report the ambiguity so you can supply a lead id or clearer identifying context.
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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