Bring loss reason choices into deal review
When a HubSpot deal changes stage, have Notis retrieve AgencyZoom's loss reason options and include them in the run report when the change calls for review.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Get loss reasons
Retrieves a list of all predefined loss reasons from agencyzoom, used for populating ui elements or analysis, returning all reasons without filtering or statistical data.
Why this helps
Teams may record lost opportunities inconsistently when the configured loss reason choices are not easy to find.
- Surface configured loss reason choices in a timely report.
- Support more consistent loss review discussions.
- Avoid searching manually for agency reason definitions.
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 loss review context.
- 3Ask Notis to retrieve AgencyZoom's predefined loss reasons on a deal stage update and report them when relevant to your stated review rule.
- 4Choose the HubSpot Deal Stage Updated trigger and select where run reports should go.
- 5Test with one real stage update and review the report.
Questions about this workflow
Does this determine why a deal was lost?
No. The action retrieves predefined reason choices without filtering or statistical data. Any actual reason must come from supplied information.
Does it change an AgencyZoom lead status?
No. This action only retrieves loss reasons.
Can it run on every stage change?
Yes, but state a relevant review rule if you only want the report to include reasons for particular stages.
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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