Review a lead's quote history with contact context
Ask Notis to check the details supplied for a lead, then bring its AgencyZoom quote history into the same run report.
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
Before following up, teams may have to verify contact details and separately hunt for the lead's current and inactive quotes.
- Pair a contact check with a read of quote history.
- Review active and inactive quotes for the specified lead.
- Reduce context switching before a follow-up decision.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and AgencyZoom once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for quote history review.
- 3Tell Notis to check the submitted contact details with Addressfinder and retrieve all quotes for the existing AgencyZoom lead identified in the request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real request using an existing lead ID.
Questions about this workflow
Does this create or change a quote?
No. This action retrieves quote history for a lead.
What does the quote history include?
The action retrieves active and inactive quotes for the specified lead.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Agencyzoom. A trigger fires from one place; an action lands in another.
Addressfinder 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.
Addressfinder and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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