Review lead notes every day
Start each day with a short list of leads whose context needs action.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Retrieve notes for specific lead
Fetches the complete history of notes for a specific lead by `leadid` (which must exist), useful for reviewing context for communications or follow-ups; this is a read-only operation.
Why this helps
Important follow-up clues are spread across notes and easy to overlook.
- Reduce dropped follow-ups
- Focus attention on priority leads
- Create a repeatable review habit
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom in Notis once.
- 2Create a scheduled automation for lead note review.
- 3Tell Notis to inspect recent notes, identify unresolved next steps, and summarize them.
- 4Pick a recurring Notis schedule and choose a report channel.
- 5Run one test review before relying on the cadence.
Questions about this workflow
Does it change lead records?
This workflow reports findings; it does not change notes or statuses.
Can I set the review time?
Yes. Choose the recurring schedule that fits your workday.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Agencyzoom. A trigger fires from one place; an action lands in another.
One drive 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.
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
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.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
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.
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
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.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Mark task as completed
Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
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.
Item Moved or Renamed
Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.
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.
One drive and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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