Add Typeform context to Agencyzoom lead notes
Give producers the original customer context without making them reopen the form.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
Create a lead note
Adds a new note to an existing lead in agencyzoom, identified by `leadid`.
Why this helps
Important intake details disappear into form dashboards instead of staying with the lead record.
- Keep intake history with the lead
- Reduce context switching
- Improve handoffs
Setup
Build it in a few focused steps.
- 1Connect Typeform and Agencyzoom once.
- 2Create a new automation.
- 3Tell Notis to find the matching lead and write a concise intake note.
- 4Select the New Form Response trigger.
- 5Choose a report channel and test with one matched response.
Questions about this workflow
Does this edit existing notes?
No. It adds a new note to the lead so the intake event remains part of the record history.
What if no matching lead exists?
Tell Notis to report the unmatched response or pair this workflow with a lead creation process.
When this happens · Trigger
Do this · Action
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.
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
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.