Create Agencyzoom quotes from Adrapid requests
Turn a prepared Adrapid quote request into a traceable Agencyzoom proposal record.
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 requests stall when proposal details and CRM records are created separately.
- Track proposals in Agencyzoom
- Keep supplied campaign details together
- Reduce duplicate preparation
Setup
Build it in a few focused steps.
- 1Connect Adrapid and Agencyzoom once.
- 2Create an automation describing that the webhook includes an existing leadid, valid carrierid and productlineid, and the quote details.
- 3Choose the webhook trigger and report channel.
- 4Test with one complete quote request.
Questions about this workflow
Does this bind a policy or take payment?
No. It creates a quote record for an existing lead only.
What identifiers are required?
Provide a valid leadid, carrierid, and productlineid in the Adrapid payload.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adrapid to Agencyzoom. A trigger fires from one place; an action lands in another.
Adrapid 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.
Adrapid and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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