Keep proposed coverage visible on the lead
Move quote details from AI-assisted preparation into the lead's quote history.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a lead quote
Creates an insurance quote for an existing lead.
Why this helps
Prepared quote details can be left outside the lead record, making proposal history harder to follow.
- Create a quote for an existing lead.
- Keep proposal tracking associated with the lead.
- Use valid carrier and product line IDs.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Agencyzoom once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create an Agencyzoom quote for the specified lead using valid carrier and product line IDs and the submitted quote details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real lead and review the quote record.
Questions about this workflow
Does this bind a policy or process payment?
No. This action creates an insurance quote record for tracking a proposal.
What must be valid?
The lead, carrier, and product line identifiers must refer to existing Agencyzoom records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Agencyzoom. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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