Bring lead recycle history into deal follow-up
On a meaningful HubSpot deal update, have Notis retrieve the related AgencyZoom lead's recycle events so recent reassignment or status history informs follow-up.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Get a list of recycle events
Retrieves the history of recycling activities (e.g., reassignments, status changes, x-date updates) for a specified existing lead in agencyzoom.
Why this helps
A deal update can prompt outreach without the team noticing that the AgencyZoom lead was recently recycled or reassigned.
- Surface reassignment and status-change history during deal follow-up.
- Make run reports more useful for deciding the next step.
- Reduce context switching to look up lead history.
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 recycle history review.
- 3Ask Notis to identify the related AgencyZoom lead, retrieve its recycle events, and summarize relevant context in the run report.
- 4Choose the HubSpot Deal Stage Updated trigger and select where run reports should go.
- 5Test with one real deal update for a lead with available recycle history.
Questions about this workflow
Does this action change the lead?
No. It retrieves recycle history for an existing lead.
What does the history include?
The action retrieves recycling activity such as reassignments, status changes, and x-date updates.
What if the lead id is not available?
The workflow needs a valid existing AgencyZoom lead id. Supply a matching rule or treat unavailable identification as missing.
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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