Create quote records from researched prospect needs
Carry a researched prospect need into a quote record so the proposal has a place to be tracked.
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 need behind a potential proposal can be documented in research while the quote tracking step gets delayed.
- Move a researched need into quote tracking.
- Associate quote work with the existing lead.
- Reduce context switching between research and sales administration.
Setup
Build it in a few focused steps.
- 1Connect Agenty and AgencyZoom once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Describe when research justifies a quote and provide the lead, carrier, and product line details required.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Send one real example and review the quote record on the lead.
Questions about this workflow
Does this bind a policy or process payment?
No. This action creates an insurance quote for an existing lead. It does not bind policies or process payments.
What identifiers are needed?
The action requires an existing lead and valid carrier and product line identifiers.
Can the workflow start when Agenty detects a change?
No Agenty trigger events are listed. Submit the research through a Notis webhook to start the workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Agencyzoom. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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