Keep every proposal attached to its lead
Make quote history easy to review when a decision is pending.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a lead quote
Creates a new insurance quote for an existing lead in agencyzoom, using valid carrier and product line ids, to track a proposal; this action does not bind policies or process payments.
Why this helps
Proposal details live in separate tools and are hard to revisit.
- Centralize proposal history
- Support cleaner follow up
- Keep carrier and product context together
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Agencyzoom once in Notis.
- 2Create an automation for quote recording.
- 3Tell Notis to create a quote for the supplied lead using valid carrier and product line ids.
- 4Choose the webhook trigger and report channel.
- 5Test with one real proposal.
Questions about this workflow
Does this bind a policy?
No. It records a quote and does not bind policies or process payments.
Can it add multiple quotes?
Run the workflow again for each distinct quote you need to record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Agencyzoom. A trigger fires from one place; an action lands in another.
0CodeKit 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.
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.
0CodeKit and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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