Turn Todoist tasks into Agencyzoom follow-ups
Capture the commitment once in Todoist and let Notis create the Agencyzoom follow-up.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Create task post endpoint
Creates a new task in agencyzoom; ensure `assigneeid`, `customerid`, or `leadid` are valid existing entities if provided, and use `contactemail`, `customerid`, or `leadid` to link the task to a contact.
Why this helps
Important follow-ups get buried between a personal task list and the agency CRM.
- Keeps CRM follow-ups aligned with personal task capture
- Reduces duplicate entry after calls and meetings
- Makes deadlines easier for the agency team to see
Setup
Build it in a few focused steps.
- 1Connect Todoist and Agencyzoom in the Notis portal.
- 2Create an automation and describe that each new Todoist task containing a client follow-up should create a linked Agencyzoom task.
- 3Choose the Todoist New Task Created trigger.
- 4Select a report channel, then test with one real follow-up task.
Questions about this workflow
Can Notis identify the right client from my task?
Yes, when the task includes enough identifying context such as a client name, email, lead id, or customer id. Otherwise Notis can report that more context is needed.
Does this copy every Todoist task?
You describe the follow-up criteria in the automation instruction, so Notis can focus on relevant tasks.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Agencyzoom. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
Trigger when a new task is added to Todoist.
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.
Todoist and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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