Keep the AgencyZoom carrier reference current
Give campaign planners a clear view of the carriers currently available in AgencyZoom.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get a list of carriers
Lists the insurance carriers.
Why this helps
Teams can lose time planning around carrier names that are unavailable or outdated in the CRM.
- Retrieve the configured AgencyZoom carrier list.
- Ground campaign planning in current carrier availability.
- Avoid assuming the list contains policy or coverage details.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom once in the Notis portal; connect Agility CMS if you want the report to include campaign context.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve AgencyZoom carriers and summarize those relevant to the supplied Agility CMS campaign plan.
- 4Choose a recurring notis_cron trigger and choose where run reports should go.
- 5Test once and confirm the result reflects returned carrier data.
Questions about this workflow
Does the carrier list show detailed policy information?
No. It retrieves carrier records for selection or synchronization and does not return detailed policy or coverage information.
Can Notis choose a carrier when creating a quote?
Only when the workflow has an explicit, valid carrier identifier and the relevant lead and product line details. This scheduled reference alone does not create a quote.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Agencyzoom. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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