Keep product line references current
A short scheduled summary keeps the choices behind quote work easy to find.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get product lines and policy types
Fetches all product lines and policy types from agencyzoom, each detailed with its id, name, and product category id.
Why this helps
Teams waste time when product line and policy type references are hard to locate or outdated.
- Reduce setup friction
- Improve consistency
- Support faster quote creation
Setup
Build it in a few focused steps.
- 1Connect 44API and AgencyZoom once.
- 2Create an automation asking for a product line and policy type summary.
- 3Choose a recurring Notis schedule.
- 4Select the report channel.
- 5Test with one scheduled run.
Questions about this workflow
What does this action return?
It returns product lines and policy types with their ids and categories.
Can it create a quote by itself?
No. Use the returned references with a quote creation workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 44API to Agencyzoom. A trigger fires from one place; an action lands in another.
44API 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.
44API and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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