Keep quote proposals with the lead
When a workflow request includes quote details, create an AgencyZoom quote record so its proposal history stays with the lead.
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
Quote context can be separated from the lead when it lives only in document files or messages.
- Keep quote history associated with the lead
- Record proposals with supplied carrier and product details
- Reduce manual CRM updates
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 when a request should create a quote for an existing lead and include its supplied quote details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real lead and valid carrier and product line IDs.
Questions about this workflow
Does creating a quote bind a policy?
No. The action tracks a quote proposal and does not bind policies or process payments.
What references must be valid?
The lead, carrier, and product line references must be valid in AgencyZoom.
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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