Make AgencyZoom assignment groups visible at intake
When a new HubSpot contact arrives, have Notis retrieve AgencyZoom's assign groups and include the options in the run report for review.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Get a list of assign groups
Retrieves all assign groups configured in agencyzoom, used for categorizing or assigning items to specific teams or units.
Why this helps
Choosing where a prospect belongs can take extra lookup when assignment groups are not visible during contact intake.
- Show configured assignment groups at the point of intake.
- Reduce manual lookup during routing decisions.
- Give reviewers agency-specific options to consult.
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 assignment group context.
- 3Ask Notis to retrieve AgencyZoom assignment groups for a new contact and include the choices in the run report.
- 4Choose the HubSpot Contact Created trigger and select where run reports should go.
- 5Test with one real contact and review the returned group list.
Questions about this workflow
Does this assign the lead automatically?
No. It retrieves assignment groups for review. Selecting and applying an assignment requires a separate instruction and appropriate action.
What if AgencyZoom has no groups configured?
The action returns the configured groups; review the run report for an empty result.
Does it retrieve employees too?
No. It retrieves assign groups only.
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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