Keep pending proposal requests moving
Use a regular review to make sure eligible quote requests reach the AgencyZoom lead record.
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
Proposal requests can wait while the team searches across systems for which ones still need a quote started.
- Review outstanding requests on a predictable cadence.
- Create quotes for eligible existing leads.
- Apply explicit rules using available request and status information.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and AgencyZoom once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, define what counts as a pending proposal, how to match the existing lead, and provide valid carrier and product line ids.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Review one real request and quote result before leaving the schedule active.
Questions about this workflow
Can this tell which requests are still pending?
Only if the relevant request and status information is available to Notis. Define the criteria in your instruction.
Will it bind the policy after creating a quote?
No. The action creates a quote only; it does not bind policies or process payments.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Agencyzoom. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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