Create AgencyZoom leads from WhatsApp inquiries
Capture every serious WhatsApp inquiry in AgencyZoom before it gets buried in chat.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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
Promising inquiries remain trapped in WhatsApp and never enter the agency follow-up process.
- Reduce manual lead entry
- Keep sales context attached to each inquiry
- Respond faster to high-intent prospects
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and AgencyZoom once in Notis.
- 2Create an automation named WhatsApp to AgencyZoom lead.
- 3Tell Notis to create or update a lead when a received WhatsApp message contains a genuine sales inquiry, preserving the conversation context.
- 4Pick New WhatsApp Message Received as the trigger.
- 5Choose a report channel, then test with one real inquiry.
Questions about this workflow
Can this handle repeat messages from the same prospect?
Yes. Tell Notis to look for an existing matching lead before creating a new one.
What if the message is not a sales inquiry?
Tell Notis to ignore casual, support, or clearly non-sales messages.
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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