Create opportunities from sales signals
Let a clear Todoist sales signal open the next Agencyzoom record automatically.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Create an opportunity
Creates a new lead opportunity in agencyzoom; this action cannot update existing opportunities.
Why this helps
Promising conversations remain personal reminders instead of becoming trackable opportunities.
- Turns intent into a trackable opportunity
- Reduces forgotten pipeline creation
- Keeps sales momentum after a conversation
Setup
Build it in a few focused steps.
- 1Connect Todoist and Agencyzoom in Notis.
- 2Create an automation instructing Notis to create an Agencyzoom opportunity from a new Todoist task with a valid lead reference.
- 3Choose Todoist New Task Created as the trigger.
- 4Select a report channel and test with one sales signal task.
Questions about this workflow
Can this update an existing opportunity?
No. This action creates a new opportunity; use an appropriate existing-record workflow for updates.
What should the task include?
Include enough context to identify the lead and describe the opportunity.
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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