Refresh AgencyZoom carrier references
Start quoting and intake work with a current carrier list.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get a list of carriers
Retrieves all insurance carriers from agencyzoom, typically used for populating selection lists or synchronizing carrier data; does not return detailed policy or coverage information.
Why this helps
Carrier lists become stale, causing avoidable lookup delays and invalid references.
- Reduce invalid carrier references
- Keep internal guidance current
- Save repeated lookup time
Setup
Build it in a few focused steps.
- 1Connect 1Password and AgencyZoom once.
- 2Create a scheduled carrier refresh automation.
- 3Tell Notis to retrieve carriers and report relevant changes or gaps.
- 4Choose a recurring schedule and report destination.
- 5Test with one refresh run.
Questions about this workflow
Does this return policy details?
No. It returns carrier references, not detailed policy or coverage information.
Can Notis compare with a baseline?
Only if you provide or store the baseline for comparison.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 1password to Agencyzoom. A trigger fires from one place; an action lands in another.
1password 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.
1password and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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