Move Business Inquiries from Slack DMs to Agencyzoom
A useful introduction in a DM can become a trackable business opportunity in Agencyzoom.
Trigger
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Action
Create business lead
Creates or updates a business lead in agencyzoom using detailed personal and company information, for b2b sales and marketing lead management.
Why this helps
Important business inquiries can remain in private messages and never make it into the agency's shared workflow.
- Give business inquiries a shared place to progress.
- Retain company and conversation context for follow-up.
- Avoid relying on someone to remember a private message later.
Setup
Build it in a few focused steps.
- 1Connect Slack and Agencyzoom to Notis once in the portal.
- 2Create the automation in the portal, or ask Notis conversationally to create it.
- 3Write one plain-language instruction to create or update an Agencyzoom business lead from relevant inquiry DMs, including the context needed to follow up.
- 4Select the Slack direct message trigger and choose where Notis should report runs.
- 5Test with one real inquiry DM and review the business lead.
Questions about this workflow
Can this handle company inquiries rather than individual prospects?
Yes. Ask Notis to treat relevant company inquiries as business leads and retain the company details present in the DM.
Does it capture all DMs?
The trigger receives Slack DMs. Your instruction should define which messages qualify as business inquiries.
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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