Create an opportunity from a qualified document request
When a document workflow represents a real sales opportunity, create that opportunity on the existing AgencyZoom lead with the supplied details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a lead opportunity
Creates a sales opportunity for an existing lead.
Why this helps
A qualified request can move forward in documents while the related sales opportunity is still missing from the CRM.
- Record the opportunity on the existing lead
- Keep carrier and product line context together
- Reduce handoffs between document and sales work
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and AgencyZoom once in the Notis portal.
- 2Create an automation in Automations, then New Automation.
- 3Describe which qualified requests should create an opportunity on the existing lead and include the required IDs.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with a real existing lead and valid carrier and product line IDs.
Questions about this workflow
What information is required?
The lead ID, carrier ID, and product line ID must be valid. Custom field names must match definitions that already exist in AgencyZoom.
Does this update an existing opportunity?
No. This action adds a new opportunity to an existing lead.
When this happens · Trigger
Do this · Action
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.
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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