Add opportunity vehicles from Todoist
Capture vehicle details once and attach them to the right opportunity.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Create a vehicle for an opportunity
Adds a new vehicle record to a specified opportunity; `opportunityid` must refer to a valid, existing opportunity.
Why this helps
Vehicle information arrives in task notes but is not attached to the opportunity where the team needs it.
- Keeps opportunity data complete
- Reduces retyping from calls and messages
- Supports faster quoting preparation
Setup
Build it in a few focused steps.
- 1Connect Todoist and Agencyzoom once.
- 2Create an automation telling Notis to add a vehicle to the existing opportunity described in each new Todoist task.
- 3Pick Todoist New Task Created as the trigger.
- 4Choose a report destination and test with one task containing vehicle details and opportunity context.
Questions about this workflow
Does the opportunity need to exist first?
Yes. The opportunity id must refer to a valid existing Agencyzoom opportunity.
Can one task add multiple vehicles?
Describe the intended result clearly; if the action supports only one vehicle per call, Notis can report that additional calls are needed.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Agencyzoom.