Keep lead quote history easy to review
Get a scheduled view of quote history for leads that need attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get lead quotes
Retrieves all quotes associated with a lead.
Why this helps
Quote history can be spread across active and inactive records, making periodic review easy to postpone.
- Retrieve active and inactive quotes for specified lead IDs.
- Get a concise scheduled recap for review.
- Reduce the need to inspect each quote history manually.
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 which existing lead IDs to review and ask it to summarize their available active and inactive quotes in the run report.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real lead ID and check that the recap reflects its quote history.
Questions about this workflow
Does the action include both active and inactive quotes?
Yes. The listed action retrieves all insurance quotes, active and inactive, for a specified lead ID.
Can this automatically decide which leads need review?
The action requires a specific lead ID. Provide the lead IDs to review or define how Notis can obtain them.
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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