Record proposal requests as Agencyzoom quotes
Keep a proposal request connected to the lead and the insurance quote being prepared.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a lead quote
Creates an insurance quote for an existing lead.
Why this helps
Proposal requests are easy to lose when they stay in marketing messages instead of the agency's quote workflow.
- Create a quote for an existing lead.
- Use the supplied carrier and product line identifiers.
- Keep proposal tracking connected to the Agencyzoom lead.
Setup
Build it in a few focused steps.
- 1Connect Activecampaign and Agencyzoom once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create an Agencyzoom quote for the lead in each request using its supplied carrier and product line IDs.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real proposal request and valid IDs.
Questions about this workflow
Does this bind a policy or take payment?
No. The listed action creates a quote to track a proposal and does not bind policies or process payments.
What information must be supplied?
Include 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 Active campaign to Agencyzoom. A trigger fires from one place; an action lands in another.
Active campaign 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.
Active campaign and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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