Check AgencyZoom field definitions during intake
When a new HubSpot contact arrives, have Notis retrieve AgencyZoom's custom field definitions and surface relevant names in the run report.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Get a list of custom fields
Retrieves metadata for all configured custom field definitions, not the specific values entered for individual records.
Why this helps
Intake can stall when staff do not know which custom fields are configured in AgencyZoom or how they are named.
- See AgencyZoom's configured custom field definitions during intake.
- Reduce uncertainty about custom field names.
- Help prepare later lead creation with existing definitions.
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 custom field context.
- 3Ask Notis to retrieve AgencyZoom custom field definitions when a contact is created and report the relevant names.
- 4Choose the HubSpot Contact Created trigger and select where run reports should go.
- 5Test with one real contact and review the returned definitions.
Questions about this workflow
Does this retrieve the values for an individual lead?
No. It retrieves metadata for configured custom field definitions, not record-specific field values.
Does this update AgencyZoom?
No. This action is read-only and only returns configured definitions.
Why include it in contact intake?
It can give a person reviewing the run report the current field names before preparing a lead handoff.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Agencyzoom.