Create AgencyZoom leads from ActiveTrail campaign interest
When a contact signals interest in an insurance offering, put the context in AgencyZoom so your team can follow up without hunting through campaign activity.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create lead
Creates a new lead or updates an existing one.
Why this helps
Campaign interest can be easy to miss when it lives apart from the agency's lead workflow.
- Capture campaign interest in the lead system
- Give follow-up staff the supplied campaign context
- Reduce manual copying between tools
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and AgencyZoom once in the Notis portal.
- 2Create an automation and name it for campaign interest follow-up.
- 3Tell Notis to create or update an AgencyZoom lead from webhook contact details and supplied insurance interest.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real example and confirm the lead details.
Questions about this workflow
Does ActiveTrail provide a built-in trigger for this workflow?
No. ActiveTrail has no listed trigger events, so this workflow starts with a Notis webhook request.
What information should the webhook include?
Provide the contact details and the campaign or insurance interest context you want Notis to use. AgencyZoom requires valid existing pipeline, stage, lead source, and assignee references where those fields are supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Agencyzoom. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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