Update an Agencyzoom lead when a status slide changes the deal
Keep the pipeline aligned with the latest deck based deal decision.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Action
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.
Why this helps
CRM stages stay stale when status changes are recorded only in internal presentations.
- Keep lifecycle status current
- Reduce duplicate status updates
- Make team reporting more reliable
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Agencyzoom in Notis once.
- 2Create an automation named Slide status to lead.
- 3Tell Notis to match the lead and change its status only when the slide states a clear lifecycle outcome.
- 4Pick the Google Slides New Slide Added trigger and choose where reports are delivered.
- 5Test with one slide showing an explicit active, won, lost, or x-dated outcome.
Questions about this workflow
Can this update pipeline or stage too?
Yes, the action can optionally manage workflow, pipeline, stage, source, or tags when valid ids are available.
Will an ambiguous slide change a lead?
You can instruct Notis to stop and report ambiguity instead of making a guess.
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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