Create quote records for qualified AgencyZoom leads
When a prospect is ready for a proposal, start a quote record in AgencyZoom with the right agency context already at hand.
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
A qualified prospect can stall while someone recreates the request details in the agency's quote workflow.
- Start quote tracking from a qualified prospect submission.
- Keep the quote associated with an existing AgencyZoom lead.
- Reduce manual restatement of prospect context.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and AgencyZoom once in the Notis portal.
- 2Create a Notis automation for qualified quote intake.
- 3Describe when to create a quote and provide the existing lead, carrier, and product line identifiers required by AgencyZoom.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real qualified lead and confirm the quote record.
Questions about this workflow
Does this bind a policy or take payment?
No. The action creates an insurance quote to track a proposal and does not bind policies or process payments.
What must already exist?
The lead must exist, and the carrier and product line IDs must be valid in AgencyZoom.
Can this create a lead and quote in one action?
This package uses the quote action, which requires an existing lead. Create or identify that lead first.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Agencyzoom. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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