Connect Trello to Agencyzoom
When something happens in Trello, Notis takes the next step in Agencyzoom. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from Trello to Agencyzoom
Turn a Trello card into an Agencyzoom lead
Create or update an Agencyzoom lead from a newly created Trello card.
Create an Agencyzoom follow-up task from a Trello card
Turn a new Trello card into a linked Agencyzoom follow-up task.
Update Agencyzoom lead status when a Trello card changes
Use Trello card updates to keep an Agencyzoom lead status aligned with sales progress.
Complete an Agencyzoom task when a Trello card is finished
Mark the corresponding Agencyzoom task completed when a Trello card is updated as done.
Log important Trello activity as an Agencyzoom lead note
Summarize relevant Trello activity and append it to the matching Agencyzoom lead.
Add Trello activity to an Agencyzoom customer profile
Convert selected Trello activity into a concise Agencyzoom customer note.
Create a business lead in Agencyzoom from a Trello card
Turn a new Trello card containing company details into an Agencyzoom business lead.
Create an Agencyzoom opportunity from a Trello card
Create a sales opportunity on the matching Agencyzoom lead when a Trello card appears.
Create an Agencyzoom quote from a Trello request
Create a quote for an existing Agencyzoom lead when a Trello card contains quote-ready details.
Supported Triggers and Actions
Notis builds workflows that link Trello to Agencyzoom. A trigger fires from one place; an action lands in another.
Trello 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.
Card Archived Trigger
Triggered when a card is archived in the specified board
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.
New Activity Trigger
Triggered when there is activity in Trello.
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.
New Board Trigger
Triggered when a board is created in the specified workspace
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.
New Card Trigger
Triggered when a card is created in the specified board
Mark task as completed
Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.
Card Updated Trigger
Triggered when a specific card is updated
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.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
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Inbox
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1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Trello and Agencyzoom
Connect any two apps with Notis in the middle.
Trello and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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