Keep Jira issue context with the Agencyzoom lead
Give the sales team the issue context they need without asking someone to copy it over by hand.
Trigger
New Issue
Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.
Action
Create a lead note
Adds a new note to an existing lead in agencyzoom, identified by `leadid`.
Why this helps
Customer or prospect context can be split between Jira and Agencyzoom, making handoffs harder to follow.
- Keep relevant issue context on the lead profile.
- Reduce manual copying between project tracking and sales records.
- Avoid adding a note when the issue does not identify a valid lead.
Setup
Build it in a few focused steps.
- 1Connect Jira and Agencyzoom once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, ask Notis to add a concise note to the matching Agencyzoom lead when a new Jira issue includes a valid lead reference.
- 4Pick Jira New Issue as the trigger and choose where run reports should go.
- 5Test with one real issue that identifies an existing Agencyzoom lead.
Questions about this workflow
Will this find the lead from a person's name alone?
The action requires a valid lead ID. Include a reliable lead reference in the Jira issue or have Notis report that the reference is missing.
Can it edit an existing Agencyzoom note?
No. The available action adds a new note to a lead; it does not edit or retrieve existing notes.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Jira to Agencyzoom. A trigger fires from one place; an action lands in another.
Jira 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.
New Issue
Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.
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.
New Project
Triggered when a new project is added in Jira
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.
Updated Issue
Fires when an existing issue is changed in the Jira project you configure — for example its status, assignee, or any other field on the issue is updated. Only issues in that project produce an event. It does not fire on comment activity: adding, editing, or deleting a comment on an issue will not produce an event from this trigger.
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.
Jira and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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