Move qualified campaign interest into quote tracking
When campaign context and agency details are ready, record the proposal in AgencyZoom quote tracking.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a lead quote
Creates an insurance quote for an existing lead.
Why this helps
Qualified prospects can stall when a campaign response still needs to be translated into a quote record.
- Create quote records for prospects that meet your rule
- Keep proposal tracking in AgencyZoom
- Reduce manual handoff from campaign review
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and AgencyZoom once in the Notis portal.
- 2Create a scheduled automation for qualified quote requests.
- 3Tell Notis to create an AgencyZoom lead quote only for matching leads when valid carrier and product line IDs are available.
- 4Choose the schedule and run report destination.
- 5Test with one real qualified lead and inspect the quote record.
Questions about this workflow
Does this action bind a policy or process payment?
No. It creates an insurance quote for an existing lead and does not bind policies or process payments.
What information is required?
The lead must exist, and the carrier and product line IDs must be valid. The automation should skip and report cases where those identifiers are unavailable.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Agencyzoom.