Plan insurance campaigns around available AgencyZoom products
Keep campaign planning grounded in the product lines and policy types available to the agency.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get product lines and policy types
Lists product lines and policy types.
Why this helps
Campaign handoffs can use product labels that do not match the options configured in AgencyZoom.
- Retrieve current product line and policy type definitions.
- Use available identifiers and names in campaign planning.
- Avoid treating product definitions as quotes 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 summary to reference a campaign plan.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve AgencyZoom product lines and policy types and summarize the options relevant to the supplied Agility CMS campaign plan.
- 4Choose a recurring notis_cron trigger and choose where run reports should go.
- 5Test once and verify the summary sticks to returned definitions.
Questions about this workflow
Does this provide policy coverage details?
No. It returns product lines and policy types with their identifiers, names, and product category identifiers.
Can it create quotes for campaign prospects?
No. This workflow only retrieves product definitions. A quote requires an existing lead and valid carrier and product line identifiers.
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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