Create a business lead from a new Zendesk user
Capture company opportunities at the moment a new user appears.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
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
Company level opportunities are easy to miss when new users are treated as isolated support profiles.
- Surface account opportunities early
- Keep company data organized
- Improve sales timing
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Agencyzoom.
- 2Create an automation that creates or updates a business lead when a new user includes company information.
- 3Choose the New User Created trigger.
- 4Select a report channel and test with one business user.
Questions about this workflow
What if the user has no company details?
Tell Notis to create a standard lead or report the record for review.
Is organization name required?
Yes, Agencyzoom requires organization name when isbusiness is true.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Agencyzoom. A trigger fires from one place; an action lands in another.
Zendesk 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 User Created
Triggered when a new user is created in Zendesk.
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 Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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.
Zendesk and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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