Move a clear buying signal into the pipeline
When a lead signals real interest in a product, Notis can create an AgencyZoom opportunity so the sales motion has a trackable next step.
Trigger
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.
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
A promising conversation may not become a pipeline item because creating it requires stopping to update another system.
- Give qualified interest a visible place in the pipeline.
- Reduce manual CRM administration after a conversation.
- Help the team prioritize active opportunities.
Setup
Build it in a few focused steps.
- 1Connect Telegram and AgencyZoom to Notis once.
- 2Create an automation in the portal or describe the desired outcome to Notis.
- 3Use one prompt asking Notis to create an opportunity for an existing lead when a clear sales signal and valid carrier and product line are available.
- 4Select Telegram New Message Received as the trigger and choose a channel for run reports.
- 5Test with one real, qualified conversation and an existing lead.
Questions about this workflow
Can this create an opportunity without a lead?
No. This action adds an opportunity to an existing lead and requires valid carrier and product line identifiers.
Should every product question create an opportunity?
Set the prompt to require a meaningful buying signal so routine questions do not clutter the pipeline.
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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