Capture business insurance inquiries from email
Keep business prospects moving by turning clear company inquiries into AgencyZoom business leads.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create business lead
Creates or updates a business lead in agencyzoom using detailed personal and company information, for b2b sales and marketing lead management.
Why this helps
Company inquiries may be scattered across email threads instead of being visible in the business sales workflow.
- Keep company and contact details together in AgencyZoom.
- Capture business prospects without processing every email as a lead.
- Make new business inquiries easier for the sales team to review.
Setup
Build it in a few focused steps.
- 1Connect Agent Mail and AgencyZoom once in Notis.
- 2Create an automation in the portal or by telling Notis what outcome you want.
- 3In one instruction, ask Notis to identify business insurance inquiries and create a business lead only when the required organization name and available contact details are present.
- 4Pick Agent Mail's New Email Received trigger and choose where run reports should go.
- 5Test with one real business inquiry and verify the company name and contact information.
Questions about this workflow
What if the organization name is missing?
The action requires an organization name when creating a business lead, so instruct Notis to skip incomplete messages and report what is missing.
Does this work for individual prospects?
This workflow is for business inquiries. Use a separate lead intake process for individual prospects.
When this happens · Trigger
Do this · Action
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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Batch create contacts
Creates 1 to 5 new contacts in agencyzoom in a single batch api call.
New Email Received
Trigger for new emails in an AgentMail inbox
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.
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.
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.
Mark task as completed
Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.
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.
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.
Connect any two apps with Notis in the middle.
Agent mail and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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