Turn a new subscription into a trackable opportunity
A new subscription may signal a sales opportunity worth tracking. Notis can create one in AgencyZoom when the required lead and opportunity details are available.
Trigger
Subscription Added Trigger
Triggered when a subscription is added in Stripe
Action
Create a lead opportunity
Adds a new sales opportunity to an existing lead in agencyzoom, requiring a valid `leadid`, `carrierid`, `productlineid`, and that custom field names match existing definitions in agencyzoom.
Why this helps
Recurring revenue signals can pass without creating a corresponding item for the sales team to review.
- Make subscription activity visible as sales work.
- Create a trackable opportunity in AgencyZoom.
- Reduce handoffs from billing activity to the agency team.
Setup
Build it in a few focused steps.
- 1Connect Stripe and AgencyZoom once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis when to create an opportunity and provide or identify the valid lead, carrier, and product line references it needs.
- 4Pick the Stripe Subscription Added trigger and choose where run reports go.
- 5Test with one real subscription event and confirm the opportunity is attached to the intended lead.
Questions about this workflow
Will every new subscription create an opportunity?
The workflow follows your instruction. AgencyZoom requires a valid lead id, carrier id, and product line id for this opportunity action.
Does this bind a policy or process payment?
No. This action creates an AgencyZoom lead opportunity. Stripe handles the subscription and payment activity.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Agencyzoom. A trigger fires from one place; an action lands in another.
Stripe 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.
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
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.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
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.
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
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.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
Mark task as completed
Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.
Product Created Trigger
Triggered when a product is created in Stripe
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.
Subscription Added Trigger
Triggered when a subscription is added in Stripe
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.
Stripe and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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