Check configured product lines for campaign follow-up
Make insurance campaign follow-up easier with a current product line reference.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get product lines and policy types
Lists product lines and policy types.
Why this helps
A team may discuss product options without knowing whether the names match what's configured in AgencyZoom.
- Retrieve product lines and policy types for a relevant request.
- Use returned identifiers and names as the source of truth.
- Avoid implying the reference includes coverage detail.
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 product lines and policy types for relevant webhook requests and summarize those related to the supplied campaign context.
- 4Choose the notis_webhook trigger and choose where run reports should go.
- 5Test with one real campaign request and verify the summary reflects returned definitions.
Questions about this workflow
Does the result include coverage specifics?
No. It returns product line and policy type definitions, including identifiers and names.
Can this create a quote?
No. It is a lookup. Creating 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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Agencyzoom.