Check available carriers when campaign content prompts follow-up
Give an insurance campaign handoff an up-to-date carrier reference when it needs one.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get a list of carriers
Lists the insurance carriers.
Why this helps
A campaign follow-up can waste time when it assumes a carrier is configured without checking.
- Retrieve the current configured carrier list when a campaign request arrives.
- Summarize only carrier information returned by AgencyZoom.
- Keep selection context separate from coverage or policy details.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and AgencyZoom once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve AgencyZoom's carrier list when the webhook contains a relevant Agility CMS campaign request, then summarize returned options for that request.
- 4Choose the notis_webhook trigger and choose where run reports should go.
- 5Test with one real campaign request and review the carrier summary.
Questions about this workflow
Does the carrier lookup confirm a policy is available?
No. It returns the carrier list and does not provide detailed policy or coverage information.
Can a carrier be selected from the result?
The workflow can summarize returned options, but a later quote action requires a valid carrier identifier, product line, and existing lead.
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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