Keep WhatsApp quote requests in AgencyZoom
When a prospect asks for a quote in chat, record the request against their existing lead so it is easier to track.
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
Quote requests can get lost between a chat conversation and the agency's sales tracking.
- Record quote requests on the relevant existing lead.
- Keep submitted carrier and product details connected to the request.
- Make quote history easier to review in AgencyZoom.
Setup
Build it in a few focused steps.
- 1Connect 2chat and AgencyZoom once in the Notis portal.
- 2Create an automation named WhatsApp Quote Request Record.
- 3Tell Notis to create an AgencyZoom quote for the existing lead specified in each submitted quote request.
- 4Pick a Notis webhook trigger and choose where run reports should go.
- 5Test with one real request and valid lead, carrier, and product line IDs.
Questions about this workflow
Does this bind a policy or take payment?
No. This action creates a quote record for tracking and does not bind policies or process payments.
What does the request need to identify?
Provide the existing lead ID and valid carrier and product line IDs.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Agencyzoom. A trigger fires from one place; an action lands in another.
2chat 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.
2chat and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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