Give cross-sell plans a trackable home
Document a relevant cross-sell plan in Notion and let Notis create an Agencyzoom opportunity for the existing lead.
Trigger
Page Content Updated
Triggers when the body content of a Notion page is updated. Customer optionally scopes with at most one of: - data_source_id: any row in this data source - page_id: this specific page - parent_page_id: any page whose immediate parent is this page With none set, fires for any page content edit in the workspace the integration has access to. Notion aggregates content edits within a short window (~60s typical).
Action
Create an opportunity
Creates a new lead opportunity in agencyzoom; this action cannot update existing opportunities.
Why this helps
Cross-sell ideas can vanish among planning notes when they never become a record the sales process can track.
- Turn a concrete plan into a trackable sales record.
- Keep the reason for follow-up in the Notion plan.
- Reduce manual translation from strategy notes to CRM.
Setup
Build it in a few focused steps.
- 1Connect Notion and Agencyzoom to Notis once.
- 2Create an automation in the portal or ask Notis in plain language.
- 3In one instruction, ask Notis to create an Agencyzoom opportunity when an updated plan clearly identifies a cross-sell for an existing lead.
- 4Select the Notion Page Content Updated trigger for the relevant plan page and choose a report channel.
- 5Test with one real cross-sell plan and verify the opportunity was created for the intended lead.
Questions about this workflow
What does the opportunity action require?
It creates a new lead opportunity and needs an existing lead plus valid Agencyzoom references.
Will it update an existing opportunity?
No. This action creates a new opportunity, so use a prompt that acts only on a distinct, concrete plan.
Can I scope it to one plan page?
Yes. Page Content Updated supports a page-specific trigger.
When this happens · Trigger
Do this · Action
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.
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.
All Page Events
Triggers when any Notion page is created or updated across the workspace.
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.
Comment Created
Triggers when a new comment is created in Notion. Optional `page_id` filter scopes to comments on a specific page. When omitted, fires for any new comment in the workspace the integration has access to. Requires the 'Read comments' capability on the Notion integration. If a connection was authorized before that capability was enabled, the user must re-authorize the connection for comment events to flow.
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.
New Comment
Triggers when a new comment is added to a specified Notion block or page.
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.
Database Created
Triggers when a new Notion database (the container) is created. A database is the post-2025-09-03 container that holds one or more data sources. This trigger fires for the container's creation event (`database.created`), distinct from `NOTION_DATASOURCE_CREATED` which fires when a new data source is added to an existing database. Most customers calling Notion's `POST /v1/databases` (the legacy API) or creating a database via the Notion UI will see this event. Adding a new data source to an existing database fires `data_source.created` instead — use `NOTION_DATASOURCE_CREATED` for that. Notion's payload puts `entity.type: "block"` (the container is a `child_database` block in the content tree) and `entity.id` is the database id.
Mark task as completed
Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.
Data Source Created
Triggers when a new Notion data source is created. Fires workspace-wide. The payload's `data.parent` carries the data source's tree parent (typically the teamspace) for downstream filtering. A single template-based database creation can fire multiple `data_source.created` events at once — one per data source the template instantiates.
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.
Data Source Schema Updated
Triggers when a Notion data source's schema is updated. Fires on column add / remove / rename. Payload includes `data.updated_properties: [{id, name, action}]` so consumers can discriminate the kind of change downstream. Optional `data_source_id` filter scopes to schema changes on a single data source. When omitted, fires for any schema change in the workspace the integration has access to. Note: adding a column also fires `page.properties_updated` once per existing row in the data source. Customers wanting a single structural-change signal should use this trigger.
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.
Notion and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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