Find candidate public symbols for a carrier in your AgencyZoom review
Check candidate symbols before requesting stock data for a carrier name in your CRM.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Symbol Search
Search for ticker symbols that best match a name or keyword.
Why this helps
A company name alone may not identify the correct listed security, leading to unreliable follow-up research.
- Find candidate symbols from a company name you provide.
- Review exchange, region, and currency details before selecting a result.
- Reduce symbol mix-ups in subsequent market lookups.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Alpha Vantage once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it Verify a Carrier's Public Ticker.
- 3Tell Notis: For the carrier name in the AgencyZoom account review I provide, search Alpha Vantage for candidate symbols and show the exchange, region, and currency so I can confirm the match before any downstream market lookup.
- 4Choose the webhook trigger, then choose where run reports should go.
- 5Test with one real carrier name and verify the candidate details.
Questions about this workflow
Will the workflow choose a ticker automatically?
It presents candidate matches and their identifying details. Confirm the correct result before using it for market analysis.
Can every AgencyZoom carrier be found this way?
No. Search results depend on public listing and available symbol coverage.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Alpha vantage. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Alpha vantage actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Agencyzoom and Alpha vantage, or any other combination from 1,000+ integrations.
When this happens · Trigger
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