Turn Notion intake pages into Agencyzoom leads
Create an Agencyzoom lead from each new Notion intake page so new prospects enter the sales process without a second round of data entry.
Connect Notion to Agencyzoom
When something happens in Notion, Notis takes the next step in Agencyzoom. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Fires when a new comment is created in the accessible workspace.
Do this · Action
Completes sign-in by exchanging an authorization code for an access token.
Examples
Ways Notis can move work from Notion to Agencyzoom
Create Agencyzoom follow-up tasks from Notion requests
When a new Notion page requests prospect follow-up, have Notis create a task in Agencyzoom so the reminder lands alongside sales work.
Reflect Notion deal decisions in Agencyzoom
When a lead's Notion properties are updated with a clear lifecycle decision, have Notis update that lead's Agencyzoom status.
Add Notion meeting notes to the Agencyzoom lead
When prospect meeting notes are added to a Notion page, append a concise note to the matching Agencyzoom lead profile.
Turn prospect comments into Agencyzoom tasks
Create an Agencyzoom task when a new Notion comment calls for a concrete prospect follow-up, so requests in discussion threads become visible work.
Create Agencyzoom opportunities from Notion coverage reviews
When a new Notion review identifies an existing lead's additional coverage opportunity, add a sales opportunity to that lead in Agencyzoom.
Create Agencyzoom quotes from approved Notion proposals
Use a new Notion proposal page to prompt creation of an Agencyzoom quote for an existing lead when the proposal is ready and required details are available.
Add Notion service updates to Agencyzoom customer notes
When a Notion customer service record is updated, append a relevant summary to that customer's Agencyzoom profile.
Turn Notion business inquiries into Agencyzoom business leads
Create or update an Agencyzoom business lead from each new Notion page that captures a qualified company inquiry.
Supported Triggers and Actions
Notis builds workflows that link Notion to Agencyzoom. A trigger fires from one place; an action lands in another.
Notion triggers
Agencyzoom actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
TriggerScheduled
Authenticate for JWT via V4 SSO
Completes sign-in by exchanging an authorization code for an access token.
ActionInstant
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
TriggerInstant
Batch create contacts
Creates up to five contacts at once.
ActionInstant
Comment Created
Fires when a new comment is created in the accessible workspace.
TriggerInstant
Batch create leads
Creates up to five leads at once.
ActionInstant
Database Created
Fires when a new database container is created.
TriggerInstant
Batch delete tasks
Permanently deletes multiple tasks.
ActionInstant
Data Source Created
Fires when a new data source is created in the workspace.
TriggerInstant
Change lead status
Changes a lead’s lifecycle status.
ActionInstant
Data Source Schema Updated
Fires when a data source’s columns are added, removed, or renamed.
TriggerInstant
Mark task as completed
Marks an existing task as completed.
ActionInstant
Page Content Updated
Fires when the body content of an accessible page is updated.
TriggerInstant
Create a customer note
Adds a note to an existing customer’s profile.
ActionInstant
Page Created
Fires when a new page is created in the accessible workspace.
TriggerInstant
Create a driver for an opportunity
Creates a driver record for an existing opportunity.
ActionInstant
Trigger Types
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a schedule (recurring or one-time), and a change in one of your Notis databases.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,500+ apps can start a workflow.
New Notion pageStripe chargeCalendar event
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Any HTTP POSTCustom backendIoT event
Works with
ZapierPipedream
Most used
Scheduled triggers
Run a workflow on the clock, on a recurring schedule or once at a set date and time. Daily standups, hourly syncs, a one-off launch reminder: the workhorse of Notis.
Daily · 8:00Weekdays onlyOnce · Dec 13
Beta
Database triggers
Fire when a row in one of your Notis databases is added or edited, with optional filters on its properties. New lead added, status changed, value crosses a limit.
Row addedProperty editedValue > limit
Why AI automation
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Classic automationAI automation
Cost
$ · pay per run
$$ · AI models per run
Reliability
Breaks on schema change
Adapts to format changes
Setup
Click 8 dropdowns
Describe it in English
Handles fuzzy
Hard-coded fields only
Reads intent, summarises
Human in loop
Bolted on
Built in · approval inbox
Maintenance
You own every break
Self-heals · we own it
Ease of use
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
TriggerRow added to "Q4 OKRs"
Condition✦Status = "Blocked"
AI step✦Summarise the blocker in plain English
ActionDM the row owner with summary
Timeout✦No reply in 24h → ping you
Observability
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
Automations
Inbox
All12Manager5Telegram1Messages0WhatsApp2Email4Slack8
Migrate background jobs to a durable queue You can cancel it through Stripe
3 daysNotis v3 release update This one’s v3: Notis Manager (desktop app with …
8 daysAdd multi-tenant RBAC User initiates a voice call
13 daysDraft pricing v (tiers, limits, overages) and sanity-check margins
2 weeksVerify analytics events for new features That’s a really interesting automat…
1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
Related pairs
More ways to connect Notion and Agencyzoom
Connect any two apps with Notis in the middle.
Notion and Agencyzoom, or any other combination from 1,500+ integrations.
When this happens · Trigger
Do this · Action
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