Check quote history before following up on a campaign lead
Let the team see existing quote context before reaching out about a campaign or offer.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get lead quotes
Retrieves all quotes associated with a lead.
Why this helps
Follow-up can be confusing when nobody checks whether the lead already has active or inactive quotes.
- Retrieve active and inactive quotes for a specified lead.
- Prepare follow-up with the available proposal history.
- Avoid treating quote history as a bound policy or payment.
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 handoff.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve quotes for the existing AgencyZoom lead identified in the webhook and summarize the quote history relevant to the supplied campaign follow-up context.
- 4Choose the notis_webhook trigger and choose where run reports should go.
- 5Test with one real lead identifier and verify the returned quote history.
Questions about this workflow
Does this create or bind a quote?
No. It retrieves active and inactive quote history for a lead. It does not bind a policy or process payment.
What identifier does the request need?
It needs a valid existing AgencyZoom lead identifier.
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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