Capture sales opportunities from incoming email
Give a clear request for coverage a place in the existing lead record, ready for the next sales step.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create a lead opportunity
Adds a new sales opportunity to an existing lead in agencyzoom, requiring a valid `leadid`, `carrierid`, `productlineid`, and that custom field names match existing definitions in agencyzoom.
Why this helps
Sales opportunities described in email can remain buried in a thread instead of being tracked as CRM work.
- Track an explicit sales opportunity with the existing lead.
- Keep requested coverage context connected to the prospect.
- Skip incomplete requests instead of creating unreliable records.
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, define a qualifying opportunity request and provide valid lead, carrier, and product line ids or a reliable way to identify them.
- 4Pick Agent Mail's New Email Received trigger and choose where run reports should go.
- 5Test with one real request and confirm the new opportunity belongs to the correct lead.
Questions about this workflow
Can the action create the lead too?
No. This action creates an opportunity for an existing lead and requires valid lead, carrier, and product line ids.
Does it update an existing opportunity?
No. The action adds a new opportunity. The instruction should prevent duplicate creation when the same request is already represented.
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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