Collect the Details Needed for Quote Follow-Up
Start a quote follow-up with a clear form for the information your team still needs.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create form
Creates a new form.
Why this helps
Quote follow-ups stall when needed details are scattered across notes, messages, and memory.
- Create a focused form from a webhook request describing the quote follow-up.
- Make it easier for prospects or staff to submit missing information in one place.
- Reduce manual back-and-forth before the next sales step.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Byteforms once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, ask Notis to create a Byteforms form for the quote details described in the request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real quote follow-up request and check the created form.
Questions about this workflow
What starts this workflow?
An HTTP request to the Notis webhook starts the automation. Include a description of the quote follow-up and the information the form should collect.
Does Notis copy fields automatically from AgencyZoom?
No. Notis follows your plain-language instruction. Tell it which details to include, and provide any information that is not available from the connected apps.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Byteforms. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Byteforms actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create form
Creates a new form.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Form
Permanently deletes a form.
Get all forms
Lists all forms created by the authenticated user.
Get Form By ID
Retrieves details about a specific form.
Get Form Responses
Retrieves responses submitted to a form.
Connect any two apps with Notis in the middle.
Agencyzoom and Byteforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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