Create opportunities from researched lead signals
Turn a timely prospect signal into a concrete opportunity on the lead your team already knows.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a lead opportunity
Creates a sales opportunity for an existing lead.
Why this helps
A promising signal can sit in a research report without becoming a tracked opportunity for the sales team.
- Convert a relevant signal into a tracked sales opportunity.
- Attach the opportunity to an existing lead record.
- Keep research findings available to guide the next action.
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 which research signals warrant an opportunity and provide the existing lead, carrier, and product line identifiers.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Submit one real lead signal and verify the opportunity is attached to the intended lead.
Questions about this workflow
Can this create an opportunity without an existing lead?
No. This action requires a valid leadid, carrierid, and productlineid, and custom field names must match AgencyZoom definitions.
Does it create an insurance quote too?
No. It creates a lead opportunity. Creating a quote is a separate AgencyZoom action.
What starts the automation?
An Agenty report sent to the Notis webhook starts it. No Agenty event trigger is listed.
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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