Capture Slack Prospects as Agencyzoom Leads
Give promising introductions a place in your pipeline as soon as they appear in Slack.
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 lead
Creates a new lead or updates an existing one in agencyzoom; ensure `pipelineid`, `stageid`, `leadsourceid`, and `assignto` reference valid, existing entities.
Why this helps
Prospect details buried in busy channels are easy to miss when it is time to update the pipeline.
- Keep new prospects visible in the sales pipeline.
- Reduce repeated entry of details shared in team chat.
- Give teammates a consistent way to surface opportunities.
Setup
Build it in a few focused steps.
- 1Connect Slack and Agencyzoom to Notis once in the portal.
- 2Create an automation in the portal or ask Notis to set it up in plain language.
- 3In one instruction, tell Notis to create or update an Agencyzoom lead from relevant Slack prospect posts and preserve the useful context.
- 4Choose the Slack channel message trigger and a channel for run reports.
- 5Test with one real prospect post and check the resulting lead.
Questions about this workflow
Will every Slack message create a lead?
Tell Notis in the instruction which kinds of prospect posts should become leads. The automation responds to the selected Slack message trigger.
What if the prospect already exists?
Ask Notis to check for a matching lead and update it where appropriate, rather than creating a duplicate.
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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