Keep WhatsApp context with the AgencyZoom lead
Save useful customer details from chat beside the lead record your team already uses.
Trigger
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
Action
Create a lead note
Adds a new note to an existing lead in agencyzoom, identified by `leadid`.
Why this helps
When chat context stays in a separate app, the next person handling a lead has to reconstruct what was discussed.
- Keep relevant conversation context alongside a known lead.
- Make handoffs easier for anyone who opens the lead record.
- Avoid copying messages that do not add useful sales context.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and AgencyZoom once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, describe what context to summarize and provide the existing AgencyZoom lead ID or a reliable way for Notis to receive it.
- 4Pick the WhatsApp New Message Received trigger and choose where run reports should go.
- 5Test with one real message tied to a known lead and review the run report.
Questions about this workflow
Can this action find the lead from a phone number?
The listed note action requires a lead ID. This workflow needs that ID to be included in available context; no lead lookup action is specified here.
Does it edit an existing note?
No. It adds a new note to the lead and cannot edit or retrieve existing notes.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Agencyzoom. A trigger fires from one place; an action lands in another.
Whatsapp 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.
Message Status Updated
Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks
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 Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
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.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
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.
Message Template Status Update
Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.
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.
Whatsapp and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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