Review lead quote history in a scheduled pass
Set aside less time to reopen records by asking Notis to gather quote history for the leads you specify.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get lead quotes
Retrieves all quotes associated with a lead.
Why this helps
Reviewing quote histories one lead at a time makes it harder to keep track of proposals during a busy week.
- Gather active and inactive quotes for specified leads.
- Review returned quote details in a recurring run report.
- Use Abstract to summarize the results into a concise scan.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Agencyzoom once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to retrieve quotes for the Agencyzoom lead ids you provide and summarize the returned quote details with Abstract.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real lead id and confirm the report reflects returned quote data.
Questions about this workflow
Does this find every lead that needs quote review?
No. The quote action requires a specific lead id. Supply the leads to review; the listed action does not search all leads.
Does a quote mean a policy was bound?
No. Quote history records quotes, and a quote does not establish that a policy was bound or a payment was processed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Agencyzoom. A trigger fires from one place; an action lands in another.
Abstract 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
Completes sign-in by exchanging an authorization code for an access token.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Batch create contacts
Creates up to five contacts at once.
Batch create leads
Creates up to five leads at once.
Batch delete tasks
Permanently deletes multiple tasks.
Change lead status
Changes a lead’s lifecycle status.
Mark task as completed
Marks an existing task as completed.
Create a customer note
Adds a note to an existing customer’s profile.
Create a driver for an opportunity
Creates a driver record for an existing opportunity.
Connect any two apps with Notis in the middle.
Abstract and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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