Connect recurring research with quote preparation
Keep relevant public context close to the quoting process for the leads you are actively reviewing.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a lead quote
Creates an insurance quote for an existing lead.
Why this helps
Quote preparation can miss relevant prospect context when research is not revisited before a proposal.
- Refresh public context before a quote request.
- Use explicit existing lead, carrier, and product line references.
- Avoid inferring coverage or pricing from general web research.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and AgencyZoom once in the Notis portal.
- 2Create an automation and describe when the supplied research justifies a quote request.
- 3Choose a Notis cron trigger and set the recurring schedule.
- 4Choose a report channel, provide the site and valid quote references, then test with one real example.
Questions about this workflow
Does this workflow bind policies?
No. It creates a quote for an existing lead and does not bind policies or process payments.
Can the website review decide coverage or price?
No. Public research can add context, but quote details must come from valid AgencyZoom references and your agency's process.
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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