Track WhatsApp document requests in AgencyZoom
Keep the paperwork conversation attached to the lead that needs it.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Create a lead note
Adds a new note to an existing lead in agencyzoom, identified by `leadid`.
Why this helps
Document requests are forgotten when they remain only in chat history.
- Reduce missing paperwork
- Improve handoffs
- Make outstanding items clear
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and AgencyZoom once in Notis.
- 2Create an automation named WhatsApp document note.
- 3Tell Notis to find the matching lead and add a note listing documents requested, promised, or still missing.
- 4Pick New WhatsApp Message Received as the trigger.
- 5Choose a report channel and test with one document-related message.
Questions about this workflow
Will it claim a document was received without proof?
No. Instruct Notis to distinguish requests and promises from confirmed receipt.
Can it create a task for missing documents?
Yes, pair the note with a follow-up task instruction when appropriate.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Agencyzoom. A trigger fires from one place; an action lands in another.
Timelinesai 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 WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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.
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.
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.
Mark task as completed
Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.
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.
Timelinesai and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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