Convert Trello prospect cards into business leads
Move company opportunities into Agencyzoom while the context is still fresh.
Trigger
New Card Trigger
Triggered when a card is created in the specified board
Action
Create business lead
Creates or updates a business lead in agencyzoom using detailed personal and company information, for b2b sales and marketing lead management.
Why this helps
B2B prospect details are scattered across cards and email threads.
- Speeds B2B intake
- Keeps organization details structured
- Reduces missed opportunities
Setup
Build it in a few focused steps.
- 1Connect Trello and Agencyzoom once in Notis.
- 2Create an automation for company prospect intake.
- 3Tell Notis to create or update an Agencyzoom business lead using the card details.
- 4Pick Trello New Card Trigger and choose a report channel.
- 5Test with one real company card.
Questions about this workflow
What if the card lacks company information?
Ask Notis to report the missing details instead of creating an incomplete lead.
Can it update an existing business lead?
Yes. Include matching rules in the plain language instruction.
When this happens · Trigger
Do this · Action
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.
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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No card. Works with personal or business Agencyzoom.