WorkflowsNode ReferenceIntegrationsAgencyZoom

AgencyZoom Add Lead Note

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The Add Lead Note node writes a note onto a lead’s record in AgencyZoom. Use it to leave a trail of what a workflow did or found, so your team sees it the next time they open the lead.

When to use it

  • You want to record what a workflow did on a lead.
  • You want to flag something for your team to follow up on.
  • You looked up a lead and want to leave a note on its record.

Inputs

FieldWhat it’s forExample
LeadThe lead to add the note to, identified by its id.12345
NoteThe note text. Cannot be empty.Follow-up call scheduled by workflow.

Both fields can be fixed values or expressions that read from an earlier step.

Outputs

On success the node returns a confirmation that the note was added, including the new note’s id when AgencyZoom provides one.

Example

A workflow chasing stale leads finds Marcus Johnson’s quote has gone quiet. It uses Add Lead Note to record Automated follow-up email sent on his lead, so his agent sees the outreach already happened before calling him.

The AgencyZoom Add Lead Note node configuration panel, showing the lead id and note text.

The note text cannot be empty. If it comes from an earlier step and turns out blank when the run happens, the node hands back a failure instead of adding an empty note - so you can branch on it and skip or fix the note.

Search Leads

Find the lead to add a note to.

Get Lead

Pull the lead’s full record first.

Add Customer Note

Add a note to a customer instead of a lead.