Create business leads from Todoist
Move company prospect details into the right Agencyzoom record as soon as they appear.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Create business lead
Creates or updates a business lead in agencyzoom using detailed personal and company information, for b2b sales and marketing lead management.
Why this helps
B2B prospect information is scattered across task descriptions and takes too long to enter into the CRM.
- Gets company and contact details into one record
- Supports faster B2B response times
- Reduces repeated data entry
Setup
Build it in a few focused steps.
- 1Connect Todoist and Agencyzoom in Notis.
- 2Create an automation instructing Notis to create or update a business lead from a new Todoist task containing company and contact details.
- 3Choose the Todoist New Task Created trigger.
- 4Pick a report destination and test with one complete prospect task.
Questions about this workflow
What if the task lacks a company name?
Agencyzoom requires an organization name when the lead is a business, so Notis can report the missing detail instead of creating an incomplete record.
Can personal leads use this workflow?
Use the standard lead workflow for personal prospects; this action is intended for business lead records.
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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