Connect Outlook to Agencyzoom
When something happens in Outlook, 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
Do this · Action
Ways Notis can move work from Outlook to Agencyzoom
Turn new Outlook inquiries into Agencyzoom leads
Create or update an Agencyzoom lead when a new Outlook email contains a sales inquiry.
Save email context as an Agencyzoom lead note
Add useful details from a new Outlook message to an existing Agencyzoom lead note.
Create follow-up tasks from sent Outlook emails
Create an Agencyzoom task after a sent Outlook email when a follow-up is needed.
Convert Outlook appointments into Agencyzoom tasks
Create an Agencyzoom task from a new Outlook calendar event when preparation or follow-up is required.
Refresh Agencyzoom tasks when Outlook events change
Create or revise follow-up work in Agencyzoom when an Outlook calendar event changes.
Add new Outlook contacts to Agencyzoom
Create Agencyzoom contacts when new people are added to Outlook contacts.
Turn business inquiries into Agencyzoom business leads
Create or update a business lead in Agencyzoom from a qualifying Outlook inquiry.
Create opportunities from qualified Outlook inquiries
Add an Agencyzoom opportunity when a new Outlook message signals a real sales opportunity.
Create Agencyzoom quotes from email requests
Create an Agencyzoom lead quote when an Outlook message contains a clear quote request.
Supported Triggers and Actions
Notis builds workflows that link Outlook to Agencyzoom. A trigger fires from one place; an action lands in another.
Outlook 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 Contact Added
Triggered when a new contact is added in the Outlook contacts.
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.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
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 Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Mark task as completed
Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
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 recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
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.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
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.
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:
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
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Inbox
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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.
More ways to connect Outlook and Agencyzoom
Connect any two apps with Notis in the middle.
Outlook and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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