Make Agencyzoom quote history part of a regular review
Schedule a recurring check of a lead's Agencyzoom quote history and receive a run report where your team can find it.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get lead quotes
Retrieves all insurance quotes (active and inactive) for a specific lead id, useful for reviewing or tracking quote history.
Why this helps
Quote history can be easy to overlook when follow-up depends on someone remembering to open each lead record.
- Make quote history checks part of a regular routine.
- Review active and inactive quotes for the specified lead.
- Keep the run report in the channel your team uses.
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom once in the Notis portal.
- 2Create an automation in the portal and choose a recurring schedule trigger.
- 3In one instruction, ask Notis to retrieve quote history for the specified Agencyzoom lead and summarize the results.
- 4Choose where run reports should go and set the schedule.
- 5Test with one real lead and confirm the report reflects its quote history.
Questions about this workflow
Does this find all leads automatically?
The listed action retrieves quotes for a specific lead ID. Supply the lead to review in your instruction or workflow context.
What quote information is included?
Agencyzoom returns active and inactive quotes for the specified lead. The action is read-only.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Agencyzoom. A trigger fires from one place; an action lands in another.
Asana 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
Authenticates a user via v4 single sign-on (sso) using the provided callback `code` (typically required for success) to retrieve a jwt and initial user session information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Batch create contacts
Creates 1 to 5 new contacts in agencyzoom in a single batch api call.
Attachment Added to Task
Triggers when an attachment is added to a task.
Batch create leads
Creates up to 5 new leads in agencyzoom; all referenced entity ids (e.g., pipeline, user, custom field names) must exist, and organization `name` is required if `isbusiness` is true.
New Comment on Task
Triggers when a comment is added to a task in a project.
Batch delete tasks
Deletes multiple agencyzoom tasks in a batch; task deletion is permanent and the response indicates overall batch success, not individual task status.
New Task Created
Triggers when a new task is created in a project.
Change lead status
Updates a lead's lifecycle status (e.g., active, won, lost, x-dated) and can optionally manage its workflow, pipeline, stage, source, or associated tags.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Mark task as completed
Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.
Tag Added to Task
Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.
Create a customer note
Adds a new note to an existing customer's profile using their id; cannot be used to edit or retrieve existing notes.
Task Updated
Triggers when a task is updated in a project.
Create a driver for an opportunity
Creates a new driver record associated with an existing agencyzoom opportunity using its id; full driver details are handled by the api endpoint directly, not specified in this action's request.
Connect any two apps with Notis in the middle.
Asana and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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