Make quote decision follow-up easier
When a prospect is ready to discuss a quote, route the supplied context into a Callpage callback without another round of copying details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Widget Call or Schedule
Places a call immediately or schedules one for the first available time slot.
Why this helps
Quote follow-up can lose momentum while the team figures out who should call and when.
- Creates a direct next step for a quote conversation.
- Supports an immediate or scheduled callback.
- Uses quote context supplied by your process or AgencyZoom.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Callpage once in Notis.
- 2Create an automation and describe which quote decision signals should prompt a call.
- 3Choose a Notis webhook trigger for the quote follow-up signal.
- 4Choose where run reports should go.
- 5Test with one real quote and confirm the call details.
Questions about this workflow
Can it determine a prospect's quote decision from Callpage?
No. The quote decision must come from AgencyZoom or the webhook context. Callpage is used to arrange the callback.
Can I limit calls to specific decision statuses?
Yes, if your webhook or available AgencyZoom data includes the decision status and your instruction specifies which statuses qualify.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Callpage. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Callpage actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get All Managers
Retrieves the managers assigned to a widget.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Users to Widget
Adds users as widget managers or updates an existing user-widget assignment.
Get All SMS Messages
Retrieves all default and custom SMS messages for a widget.
Create SMS Message
Creates custom SMS messages for widget call events.
Get All Users
Retrieves the users in your account.
Create User
Creates a new admin or manager user in the account.
Get All Widgets
Retrieves the widgets in your account.
Delete Manager
Deletes a manager’s assignment to a widget after both IDs are verified.
Connect any two apps with Notis in the middle.
Agencyzoom and Callpage, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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