Connect Agent mail to Agencyzoom

When something happens in Agent mail, Notis takes the next step in Agencyzoom. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

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Examples

Ways Notis can move work from Agent mail to Agencyzoom

View example

Add inbound email context to an AgencyZoom lead

Turn a new Agent Mail message into a concise note on the matching AgencyZoom lead, preserving the sender's request and next steps.

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Create an AgencyZoom follow-up task from new email

Use a new Agent Mail email to create a follow-up task in AgencyZoom, with the message context and a clear next action.

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Create AgencyZoom leads from qualified email inquiries

Identify genuine new business inquiries in Agent Mail and create an AgencyZoom lead using the agency's existing pipeline and assignment details.

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Capture business inquiries as AgencyZoom business leads

Convert clear business insurance inquiries from Agent Mail into AgencyZoom business leads, using the company information present in the message.

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Update AgencyZoom lead status from confirmed email outcomes

Reflect a clear, explicit outcome in an email on the matching AgencyZoom lead, such as a prospect confirming they want to proceed.

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Create an AgencyZoom quote when a lead requests one

Recognize a clear quote request in Agent Mail and create a quote for the existing AgencyZoom lead when valid carrier and product line details are available.

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Create an AgencyZoom opportunity from a sales request

Turn an explicit opportunity request in Agent Mail into a new AgencyZoom lead opportunity when the lead, carrier, and product line are identifiable.

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Save important customer email context to AgencyZoom

Summarize a meaningful customer email and add the context to the existing customer's AgencyZoom profile.

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Batch add contacts from an email intake batch

When a new Agent Mail message contains a small, clearly defined list of contacts, create up to five AgencyZoom contacts in one batch.

Supported Triggers and Actions

Notis builds workflows that link Agent mail to Agencyzoom. A trigger fires from one place; an action lands in another.

Agent mail triggers

Agencyzoom actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Authenticate for JWT via V4 SSO

Authenticates a user via v4 single sign-on (sso) using the provided callback `code` (typically required for success) to retrieve a jwt and initial user session information.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Batch create contacts

Creates 1 to 5 new contacts in agencyzoom in a single batch api call.

ActionInstant

New Email Received

Trigger for new emails in an AgentMail inbox

TriggerPolling

Batch create leads

Creates up to 5 new leads in agencyzoom; all referenced entity ids (e.g., pipeline, user, custom field names) must exist, and organization `name` is required if `isbusiness` is true.

ActionInstant

Batch delete tasks

Deletes multiple agencyzoom tasks in a batch; task deletion is permanent and the response indicates overall batch success, not individual task status.

ActionInstant

Change lead status

Updates a lead's lifecycle status (e.g., active, won, lost, x-dated) and can optionally manage its workflow, pipeline, stage, source, or associated tags.

ActionInstant

Mark task as completed

Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.

ActionInstant

Create a customer note

Adds a new note to an existing customer's profile using their id; cannot be used to edit or retrieve existing notes.

ActionInstant

Create a driver for an opportunity

Creates a new driver record associated with an existing agencyzoom opportunity using its id; full driver details are handled by the api endpoint directly, not specified in this action's request.

ActionInstant

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.