See AgencyZoom pipeline context alongside deal changes
Have Notis retrieve AgencyZoom's configured pipelines and stages when a HubSpot deal changes stage, then include the relevant context in its run report.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Get a list of pipelines
Retrieves all pipelines and their stages from agencyzoom to understand workflow structures; this is a read-only operation and does not return individual items (like leads or tasks) within these pipelines.
Why this helps
Teams can make inconsistent handoff decisions when HubSpot deal stages and AgencyZoom workflow stages are hard to compare.
- Make configured AgencyZoom workflow stages easier to review.
- Add pipeline context to a deal change report.
- Support consistent decisions about the next sales step.
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 pipeline context.
- 3Ask Notis to retrieve AgencyZoom pipelines and stages on a deal stage update and include relevant context in the run report.
- 4Choose the HubSpot Deal Stage Updated trigger and select where run reports should go.
- 5Test with one real stage change and review the report.
Questions about this workflow
Does this retrieve individual AgencyZoom leads?
No. The action returns pipeline and stage definitions, not individual leads or items within those pipelines.
Can it update a pipeline?
No. This action is read-only. Use it to provide context in the run report.
Can it know which AgencyZoom lead belongs to the deal?
This workflow retrieves configuration context and does not require a lead match. Any comparison between the two systems depends on information available from the event.
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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