Bring Salesforce task activity into AgencyZoom
Let Notis turn Salesforce task activity into an AgencyZoom follow-up your agency team can see.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
Action
Create task post endpoint
Creates a new task in agencyzoom; ensure `assigneeid`, `customerid`, or `leadid` are valid existing entities if provided, and use `contactemail`, `customerid`, or `leadid` to link the task to a contact.
Why this helps
Follow-up work gets missed when teams have to check separate systems for the latest activity.
- Keep agency follow-up visible in AgencyZoom.
- Carry relevant Salesforce task context into the task description.
- Reduce the need to monitor two systems for activity.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and AgencyZoom once in the Notis portal.
- 2Create an automation and describe what AgencyZoom follow-up should be created from Salesforce task activity.
- 3Pick the Salesforce Task Created or Completed trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real Salesforce task and verify the AgencyZoom task.
Questions about this workflow
Does this trigger only when a Salesforce task is completed?
The event can trigger when a task is created or when its status changes to Completed. It supports optional filtering by Status or Subject.
Can AgencyZoom link the task to a lead or customer?
Yes, when Notis has a valid AgencyZoom lead or customer ID, or a contact email to use for linking.
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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