Turn a deal milestone into an AgencyZoom lead update
Tell Notis which HubSpot milestone should create or update the corresponding AgencyZoom lead and which valid pipeline, stage, source, and assignee to use.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Create lead
Creates a new lead or updates an existing one in agencyzoom; ensure `pipelineid`, `stageid`, `leadsourceid`, and `assignto` reference valid, existing entities.
Why this helps
A deal can advance while the agency lead record remains incomplete or parked in an outdated sales stage.
- Start or refresh a lead at a meaningful deal milestone.
- Keep pipeline placement tied to explicit business rules.
- Reduce delays between deal progress and agency action.
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 the milestone.
- 3Describe the qualifying HubSpot stage, matching rule, and valid AgencyZoom pipeline, stage, source, and assignee choices.
- 4Choose the HubSpot Deal Stage Updated trigger and select where run reports should go.
- 5Test with one real deal milestone and review the lead result.
Questions about this workflow
Can this update a lead that already exists?
Yes. The AgencyZoom action creates a new lead or updates an existing one.
What configured entities does it need?
Pipeline, stage, lead source, and assignee references must already exist in AgencyZoom.
How do I avoid repeated creation on later stage changes?
State how Notis should match an existing lead and when it should update rather than create. Test the behavior with a real example.
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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