Turn coverage research into an AgencyZoom opportunity
Carry the coverage details you found into a concrete opportunity attached to the existing lead.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a lead opportunity
Creates a sales opportunity for an existing lead.
Why this helps
Research that points to a potential sale can stall when the next step requires recreating the details in the agency system.
- Create a new opportunity from a research-backed sales possibility.
- Associate the opportunity with an existing lead.
- Use valid carrier, product line, and custom field definitions supplied by the agency.
Setup
Build it in a few focused steps.
- 1Connect Airtop and AgencyZoom once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a lead opportunity from Airtop findings, supplying the existing lead ID, valid carrier ID, product line ID, and any required custom fields.
- 4Choose the webhook trigger and choose where run reports should go.
- 5Test with one real lead and review the created opportunity.
Questions about this workflow
What references must be valid?
The lead ID, carrier ID, and product line ID must be valid. Custom field names must match existing AgencyZoom definitions.
Does this bind a policy?
No. This creates a sales opportunity; it does not bind a policy.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Agencyzoom. A trigger fires from one place; an action lands in another.
Airtop 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.
Airtop and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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