Connect Typeform to Agencyzoom
When something happens in Typeform, 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 Typeform to Agencyzoom
Create an Agencyzoom Lead from Every Typeform Response
Turn each completed Typeform submission into a new or updated Agencyzoom lead with the relevant contact and sales details.
Convert Typeform Business Inquiries into Agencyzoom Business Leads
Use completed business intake forms to create or update detailed business leads in Agencyzoom.
Batch Create Agencyzoom Contacts from Typeform Responses
Group incoming Typeform submissions and create up to five Agencyzoom contacts in one run.
Create an Agencyzoom Follow Up Task from an Intake Webhook
Start a follow-up task in Agencyzoom whenever your site or internal system sends a qualified intake webhook.
Review Agencyzoom Lead Statuses on a Schedule
Run a scheduled review that identifies leads needing a lifecycle status update and applies the appropriate Agencyzoom status.
Add Typeform Intake Context to an Agencyzoom Lead Note
Append the useful context from a completed Typeform response to the matching Agencyzoom lead as a note.
Add Typeform Customer Details to an Agencyzoom Note
Turn a completed Typeform response into a concise note on the matching Agencyzoom customer profile.
Capture Customer Feedback as an Agencyzoom Note
Write feedback received from a website, portal, or survey webhook into the matching Agencyzoom customer profile.
Create an Agencyzoom Opportunity from a Typeform Request
Convert a completed Typeform request into a new Agencyzoom opportunity for an existing lead.
Supported Triggers and Actions
Notis builds workflows that link Typeform to Agencyzoom. A trigger fires from one place; an action lands in another.
Typeform 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 Form Response
Triggers when a respondent completes and submits the form.
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.
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
Automations
Inbox
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2 weeksVerify analytics events for new features That’s a really interesting automat…
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 Typeform and Agencyzoom
Connect any two apps with Notis in the middle.
Typeform and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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