Check quote history before following up on a lead
Bring existing quote history into the review when an incoming device-related event points to a lead.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get lead quotes
Retrieves all quotes associated with a lead.
Why this helps
A follow-up can miss important proposal context when quote history is not checked first.
- Review active and inactive quotes for the referenced lead.
- Give follow-up decisions more proposal context.
- Avoid assuming a device reading contains insurance or quote details.
Setup
Build it in a few focused steps.
- 1Connect Adafruit IO and AgencyZoom once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Ask Notis to retrieve quote history when the webhook provides a valid existing lead ID, then summarize the returned quotes for follow-up review.
- 4Choose the webhook trigger, select a report channel, and test with one real example.
Questions about this workflow
Does this create or change a quote?
No. It retrieves the active and inactive quotes associated with the specified lead.
Does it retrieve customer policy coverage?
No. This action returns lead quote history. A quote is not the same as a bound policy or coverage record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adafruit IO to Agencyzoom. A trigger fires from one place; an action lands in another.
Adafruit IO 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.
Adafruit IO and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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