Capture Todoist context on the lead
Keep the lead record current while the thought is still fresh.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Create a lead note
Adds a new note to an existing lead in agencyzoom, identified by `leadid`.
Why this helps
Sales context lives in task descriptions and never makes it into the lead timeline.
- Preserves decision context in the lead record
- Improves handoffs between founders and producers
- Creates a searchable history of next steps
Setup
Build it in a few focused steps.
- 1Connect Todoist and Agencyzoom once in Notis.
- 2Create an automation instructing Notis to add the task details as a note to the matching lead.
- 3Pick Todoist New Task Created as the trigger.
- 4Choose where run reports should go and test with one task that names a lead.
Questions about this workflow
Can the note include the Todoist due date?
Yes, if the event provides it, Notis can include that date in the note content.
What if no matching lead is found?
Notis can report the missing match so you can add identifying information or handle it manually.
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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