Close completed tasks with one tap
After a follow-up is done, a Telegram button can tell Notis to mark the associated AgencyZoom task completed, reducing end-of-day cleanup.
Trigger
Callback Query Received
Triggered when a user taps an inline keyboard button attached to one of your bot's messages.
Action
Mark task as completed
Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.
Why this helps
Completed work stays open in the CRM when updating task status feels like one more context switch.
- Record task completion close to where the confirmation happens.
- Reduce lingering open tasks after work is done.
- Make the final CRM update a quick tap.
Setup
Build it in a few focused steps.
- 1Connect Telegram and AgencyZoom to Notis once.
- 2Create an automation in the portal or explain the tap-to-complete outcome to Notis conversationally.
- 3Write one prompt directing Notis to mark the identified existing AgencyZoom task completed when its Telegram confirmation button is tapped.
- 4Select Telegram Callback Query Received as the trigger and choose a run-report channel.
- 5Test with a real task and its matching Telegram button.
Questions about this workflow
Can a tap complete any task?
The workflow should identify a specific existing task from the button context before completing it.
Does the action return the full updated task?
No. It marks the task completed but does not return the complete updated task object.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Telegram to Agencyzoom. A trigger fires from one place; an action lands in another.
Telegram 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 Message Received
Triggered when your bot receives a new message in a private chat, group, or supergroup. To receive every message in a group, Privacy Mode must be disabled for the bot in BotFather.
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.
New Channel Post
Triggered when a new post is published to a channel where your bot is an administrator.
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.
Callback Query Received
Triggered when a user taps an inline keyboard button attached to one of your bot's messages.
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 Edited
Triggered when a message in a chat your bot can see is edited by its sender.
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 Chat Member
Triggered when a new member joins a group or supergroup the bot belongs to, including when the bot itself is added.
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.
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.
Telegram and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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