Review quote history alongside parsed updates
Gather quote history for leads with new parsed information, so the team can review the proposal context without extra searching.
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
Parsed updates can arrive after a quote was created, leaving the next step unclear without reviewing quote history.
- Retrieve active and inactive quotes for specified leads.
- Review new parsed information with the proposal history in view.
- Make follow-up decisions with less context switching.
Setup
Build it in a few focused steps.
- 1Connect Airparser and AgencyZoom once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create one from any channel.
- 3Describe the outcome: retrieve quote history for specified existing leads and summarize it with supplied Airparser updates without assuming a quote is bound.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real lead ID and confirm the quote history is summarized accurately.
Questions about this workflow
Does this action create or bind a quote?
No. It retrieves active and inactive quotes for a lead. It does not bind policies or process payments.
What does the workflow need to retrieve quotes?
Provide the existing lead ID. The action returns quote history for that lead.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Agencyzoom. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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