Review lead history from Todoist
Prepare for the next conversation with the lead context already captured in Agencyzoom.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Retrieve notes for specific lead
Fetches the complete history of notes for a specific lead by `leadid` (which must exist), useful for reviewing context for communications or follow-ups; this is a read-only operation.
Why this helps
Calls start with repeated questions because the latest lead history is hard to find quickly.
- Improves call preparation
- Reduces repeated questions
- Surfaces prior commitments and context
Setup
Build it in a few focused steps.
- 1Connect Todoist and Agencyzoom in Notis.
- 2Create an automation telling Notis to retrieve and summarize the matching lead's notes for each new preparation task.
- 3Choose Todoist New Task Created as the trigger.
- 4Select a report channel and test with one task naming a lead.
Questions about this workflow
What does this action return?
It retrieves the complete note history for a specific existing lead.
Can the summary include next steps?
Yes, ask Notis to highlight open commitments and recent context in the run report.
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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