Create Agencyzoom leads from Todoist intake
Capture a prospect quickly, then let Notis place it in your pipeline.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
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
New inquiries sit in personal task lists until someone manually creates the CRM record.
- Shortens the path from inquiry to pipeline
- Reduces duplicate prospect entry
- Keeps intake context attached to the lead
Setup
Build it in a few focused steps.
- 1Connect Todoist and Agencyzoom once.
- 2Create an automation telling Notis to create or update a lead from each new intake task with the available prospect details.
- 3Choose Todoist New Task Created as the trigger.
- 4Select a report channel and test with one real intake task.
Questions about this workflow
What lead fields are required?
Agencyzoom requires valid pipeline, stage, lead source, and assignee references, so the task or your instruction must provide enough context to resolve them.
Can this update an existing lead?
Yes, the action supports creating a new lead or updating an existing one when a reliable match is available.
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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