Record research-backed quotes in AgencyZoom
Keep a researched proposal connected to the lead that your team is already working.
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
Quote research can be hard to trace when the proposal details never make it back to the lead record.
- Create a quote record for an existing lead.
- Keep proposal tracking connected to the relevant lead.
- Reduce repeated entry of researched quote details.
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.
- 3In one instruction, ask Notis to create a quote for the specified existing lead using Airtop's findings and valid carrier and product line IDs.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real lead and review the quote history.
Questions about this workflow
Does creating a quote bind coverage or process payment?
No. This action creates an insurance quote record for tracking a proposal. It does not bind policies or process payments.
What identifiers are required?
Use a valid lead ID and valid carrier and product line IDs.
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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