Turn a proposal request into an AgencyZoom quote
Carry a clear quote request to the lead record where your agency team tracks insurance proposals.
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
A prospect's request for a proposal can get lost between the CRM conversation and the agency's quote workflow.
- Route a clear proposal request to the existing lead.
- Keep quote tracking in AgencyZoom.
- Use valid carrier and product line identifiers supplied in your instruction.
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, specify which update means a quote is requested, how to identify the existing lead, and the valid carrier and product line ids.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Send one real quote request example and review the AgencyZoom quote result.
Questions about this workflow
Does creating a quote bind a policy?
No. This action creates an insurance quote for an existing lead and does not bind policies or process payments.
What identifiers must be valid?
The lead must exist, and the carrier and product line ids must be valid in AgencyZoom.
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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