Record a quote with checked lead context
Keep the contact check and quote intake together, with the quote tied to the lead and valid AgencyZoom carrier and product line IDs.
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 details can be delayed when teams have to recheck contact information and find CRM identifiers across separate steps.
- Check supplied contact details as part of quote intake.
- Keep the quote attached to the existing lead.
- Use the carrier and product line identifiers needed by AgencyZoom.
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 intake.
- 3Tell Notis to check the submitted lead contact details and create an AgencyZoom quote for the existing lead using the supplied valid carrier and product line IDs.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real request containing a valid lead ID, carrier ID, and product line ID.
Questions about this workflow
Does this bind a policy?
No. The action creates a quote for tracking a proposal and does not bind policies or process payments.
What identifiers are required?
The lead must exist, and the carrier and product line IDs must be valid in AgencyZoom.
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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