Capture qualified email inquiries as AgencyZoom leads
Turn a clear request for insurance help into a lead record, without treating every message as a sales opportunity.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create lead
Creates a new lead or updates an existing one in agencyzoom; ensure `pipelineid`, `stageid`, `leadsourceid`, and `assignto` reference valid, existing entities.
Why this helps
New prospects can be overlooked when inquiries arrive through email instead of the usual intake route.
- Capture qualified inquiries in the sales pipeline.
- Avoid turning routine customer messages into sales leads.
- Use existing AgencyZoom entities when creating the record.
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 qualified inquiry and provide the valid AgencyZoom pipeline, stage, lead source, and assignee details to use.
- 4Pick Agent Mail's New Email Received trigger and choose where run reports should go.
- 5Test with one real inquiry and confirm the created lead has the expected details.
Questions about this workflow
Can Notis guess the pipeline or assignee?
No. The required pipeline, stage, lead source, and assignee must be valid existing AgencyZoom entities and should be specified in your instruction.
Will routine messages create leads?
The instruction should define what counts as a qualified new inquiry and direct Notis to skip customer service emails or ambiguous messages.
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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