Connect ActiveMerge to Agencyzoom
When something happens in ActiveMerge, Notis takes the next step in Agencyzoom. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from ActiveMerge to Agencyzoom
Turn an ActiveMerge document request into an AgencyZoom lead
Use an ActiveMerge workflow request to create or update the matching AgencyZoom lead with the supplied contact and sales details.
Add business prospects from ActiveMerge workflows
Create or update an AgencyZoom business lead using the company and contact details delivered with an ActiveMerge workflow request.
Batch ActiveMerge prospect intake into AgencyZoom
Create up to five AgencyZoom leads from one ActiveMerge intake request, provided each referenced sales entity already exists.
Attach ActiveMerge document context to a lead
Add a note to an existing AgencyZoom lead with context supplied by an ActiveMerge document or signature workflow request.
Record ActiveMerge service updates on customer profiles
Add a supplied document workflow update as a new note to the matching existing AgencyZoom customer profile.
Create AgencyZoom follow-up tasks from document workflows
Create a linked AgencyZoom task when an ActiveMerge request indicates a document needs follow-up, using the relevant existing lead or customer details.
Update lead status after a document milestone
Use an ActiveMerge workflow request to update the lifecycle status of the matching AgencyZoom lead when a supplied milestone warrants it.
Open an AgencyZoom opportunity from a document request
Create an AgencyZoom opportunity for an existing lead when an ActiveMerge request provides the required lead, carrier, and product line details.
Record a lead quote from an ActiveMerge request
Create an AgencyZoom insurance quote for an existing lead using the valid carrier and product line details supplied by an ActiveMerge workflow request.
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Agencyzoom. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
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1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect ActiveMerge and Agencyzoom
Connect any two apps with Notis in the middle.
ActiveMerge and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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