Put a follow-up task behind every new contact
Give every newly added HubSpot contact a next step in AgencyZoom. Notis can create a task and link it using the contact email.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Create task post endpoint
Creates a new task in agencyzoom; ensure `assigneeid`, `customerid`, or `leadid` are valid existing entities if provided, and use `contactemail`, `customerid`, or `leadid` to link the task to a contact.
Why this helps
New prospects can be captured in a CRM without anyone remembering to schedule a follow-up.
- Make the follow-up step visible in AgencyZoom.
- Reduce reliance on remembering to create tasks manually.
- Link the task using a supported contact email when provided.
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 contact follow-up.
- 3Tell Notis to create an AgencyZoom follow-up task for a new HubSpot contact and include a useful task description.
- 4Choose the HubSpot Contact Created trigger and select where run reports should go.
- 5Test with one real contact and confirm the task is linked as intended.
Questions about this workflow
Does the task need an existing AgencyZoom lead or customer?
The task action can link using contactemail, customerid, or leadid. Ask Notis to use the contact email when that is the available identifier.
Can I set who owns the task?
The action supports an assignee id. Use a valid AgencyZoom assignee if you want a specific owner.
Will Notis decide the follow-up timing?
The task action creates a task, but its specific scheduling behavior depends on the request and supported endpoint fields. State the intended next step in your instruction.
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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