Keep Customer Context in Agencyzoom
Make service details shared by your team available on the customer's Agencyzoom profile.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Action
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.
Why this helps
Customer service context scattered across channels can leave the next person without the background they need.
- Keep service history close to the customer record.
- Help teammates resume a customer conversation with context.
- Reduce repeat questions caused by scattered updates.
Setup
Build it in a few focused steps.
- 1Connect Slack and Agencyzoom to Notis once through the portal.
- 2Create an automation in the portal or ask Notis to set it up conversationally.
- 3In one instruction, tell Notis which customer service updates should become notes and how to find the matching customer profile.
- 4Choose the Slack channel message trigger and the channel for run reports.
- 5Test with one real service update and confirm the note is on the correct customer profile.
Questions about this workflow
Does this action work with customer profiles?
Yes. Agencyzoom's customer note action adds a note to an existing customer using the customer's id.
How should the automation treat updates about leads?
This workflow is intended for existing customers. Specify that lead updates should be excluded or handled separately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Agencyzoom. A trigger fires from one place; an action lands in another.
Slack 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 Channel Created Trigger
Triggered when a new channel is created in Slack.
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.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Mark task as completed
Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
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.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
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.
Slack and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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