Keep deal progress in the AgencyZoom lead history
When HubSpot deal progress changes, ask Notis to add a concise note to the related AgencyZoom lead with the new stage and relevant context.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Create a lead note
Adds a new note to an existing lead in agencyzoom, identified by `leadid`.
Why this helps
Important deal context gets lost when stage changes happen in HubSpot but agency follow-up happens in AgencyZoom.
- Keep stage-change context with the AgencyZoom lead.
- Make recent progress easier for colleagues to review.
- Avoid manually copying deal updates into notes.
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 give the note workflow a clear name.
- 3Ask Notis to add a concise AgencyZoom lead note for the matching lead when a HubSpot deal changes stage.
- 4Choose the HubSpot Deal Stage Updated trigger and select where run reports should go.
- 5Test with one real stage update and review the note.
Questions about this workflow
Does this edit an existing note?
No. This action adds a new note to a lead. It cannot edit or retrieve existing notes.
What information can go in the note?
Ask Notis to include the changed stage and useful context available from the event. Supply any missing identifiers or context required to find the lead.
What identifier does AgencyZoom require?
The action identifies the lead by leadid. The lead must already exist.
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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