Keep Salesforce contact updates visible in AgencyZoom
Make meaningful contact changes easier to spot by adding a short note to the related AgencyZoom lead.
Trigger
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Action
Create a lead note
Adds a new note to an existing lead in agencyzoom, identified by `leadid`.
Why this helps
Important contact updates can get lost when the agency team works from a different system than the account owner.
- Surface relevant contact changes to the agency team.
- Preserve a concise activity breadcrumb on the lead.
- Reduce time spent checking Salesforce for recent changes.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and AgencyZoom once in the Notis portal.
- 2Create an automation and describe which contact changes should become a note on the matched lead.
- 3Pick the Salesforce Contact Updated trigger.
- 4Choose where run reports should go.
- 5Test with one real contact update and review the note on the matched AgencyZoom lead.
Questions about this workflow
What does the Salesforce trigger provide?
It fires when an existing Contact is modified and emits changed fields alongside relevant timestamps.
Can this create notes on AgencyZoom customers instead?
This workflow uses the AgencyZoom Create lead note action, which requires an existing lead ID. Describe how to match the Salesforce contact to a lead and review reports for uncertain matches.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Agencyzoom. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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 Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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 Lead Trigger
Triggers when a new Lead is created in Salesforce.
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.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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