Use prospect research to prepare a lead quote
Bring the context you gathered on the web into an AgencyZoom quote for the right lead.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a lead quote
Creates an insurance quote for an existing lead.
Why this helps
The details that inform a proposal can be separated from the lead's quote history.
- Keep research context close to quote activity.
- Start from an existing lead and valid quote references.
- Make missing information visible before quote creation.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and AgencyZoom once in the Notis portal.
- 2Create an automation and describe how research should inform a quote request without assuming unsupported coverage details.
- 3Choose a Notis webhook trigger and select a report channel.
- 4Provide an existing lead id and valid carrier and product line ids, then test with one real example.
Questions about this workflow
Does creating the quote bind a policy?
No. The AgencyZoom action creates a quote for an existing lead; it does not bind policies or process payments.
Can AgentQL supply pricing or coverage terms?
Only use details returned by accessible public pages or supplied by you. Do not infer quote terms from general website content.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Agencyzoom. A trigger fires from one place; an action lands in another.
Agentql 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
Completes sign-in by exchanging an authorization code for an access token.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Batch create contacts
Creates up to five contacts at once.
Batch create leads
Creates up to five leads at once.
Batch delete tasks
Permanently deletes multiple tasks.
Change lead status
Changes a lead’s lifecycle status.
Mark task as completed
Marks an existing task as completed.
Create a customer note
Adds a note to an existing customer’s profile.
Create a driver for an opportunity
Creates a driver record for an existing opportunity.
Connect any two apps with Notis in the middle.
Agentql and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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