Check carrier options alongside campaign plans
Keep planning grounded in the carriers configured in Agencyzoom.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get a list of carriers
Lists the insurance carriers.
Why this helps
Campaign discussions can rely on assumptions about available carriers that are not reflected in the sales system.
- Review the Agencyzoom carrier directory without searching manually.
- Surface campaign themes that need carrier context.
- Keep planning notes tied to configured carrier names.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Agencyzoom once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, tell Notis to summarize available campaign themes against Agencyzoom's carrier list and flag missing context.
- 4Pick a recurring Notis cron schedule and choose where run reports should go.
- 5Run once and check the carrier names and campaign details in the brief.
Questions about this workflow
Does the carrier list include policy or coverage details?
No. This action retrieves carrier names and does not provide detailed policy or coverage information.
Will this recommend a carrier for an individual customer?
No. It is a planning reference and lacks customer-specific needs and coverage details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Agencyzoom. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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