Use AgencyZoom's configured lead sources for contact handoffs
Have Notis retrieve available AgencyZoom lead sources when a new HubSpot contact arrives, then report the choices for a consistent handoff.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Get lead sources
Fetches a list of all lead sources configured in agencyzoom, including their id, name, sales exclusion status, and category id.
Why this helps
Choosing a lead source from memory can make agency reporting inconsistent and slow down intake.
- Surface configured lead source names and ids during intake.
- Help teams use the agency's established source categories.
- Reduce guesswork when preparing a new lead.
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 source context.
- 3Ask Notis to retrieve AgencyZoom lead sources for a new contact and include the relevant options 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 source options in the report.
Questions about this workflow
Does this create an AgencyZoom lead?
No. This action retrieves configured lead sources. Pair it with a separate lead creation workflow if you want to create a record.
What information is returned?
The action returns configured lead sources, including ids, names, sales exclusion status, and category ids.
Can it choose the source automatically?
Not from this read-only action alone. A source choice needs a rule based on available contact information and valid AgencyZoom entities.
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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