Bring agency team context into deal updates
Have Notis retrieve AgencyZoom's employee list after a HubSpot deal stage update and include it in the run report for coordination.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Get a list of employees
Retrieves a complete list of all employees for the authenticated agency; returns an empty list if no employees are configured.
Why this helps
Deal follow-up can stall when the team lacks a quick reference to the agency's configured employees.
- Make the configured employee directory available in run reports.
- Support coordination when a deal changes stage.
- Reduce manual lookups for team context.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and AgencyZoom once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for team context.
- 3Ask Notis to retrieve AgencyZoom employees after a HubSpot deal stage update and include relevant results in the report.
- 4Choose the HubSpot Deal Stage Updated trigger and select where run reports should go.
- 5Test with one real deal update and review the report.
Questions about this workflow
Does the action assign a follow-up owner?
No. It retrieves the employee list. Assigning an owner requires a separate supported action and a valid identifier.
What does the list include?
It retrieves configured employees for the authenticated agency and can return an empty list if none are configured.
Does it retrieve customers or sales data?
No. This action returns the employee list, not customer or sales records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Agencyzoom. A trigger fires from one place; an action lands in another.
Hubspot 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.
Contact Created Trigger
Contact Created Trigger
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.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
Hubspot and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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