Create AgencyZoom opportunities from qualified prospects
When a new row describes a qualified prospect, create an opportunity on the corresponding AgencyZoom lead.
Trigger
New Rows in Google Sheet
Simple polling trigger that monitors Google Sheets for new rows. Detects when new rows are added and returns the complete row data. Perfect for triggering any workflow based on new sheet entries.
Action
Create a lead opportunity
Adds a new sales opportunity to an existing lead in agencyzoom, requiring a valid `leadid`, `carrierid`, `productlineid`, and that custom field names match existing definitions in agencyzoom.
Why this helps
Qualified prospects can remain on an intake sheet without an opportunity record to track the potential sale.
- Move qualified prospects into opportunity tracking.
- Keep potential sales associated with their existing leads.
- Reduce manual handoff from intake to sales tracking.
Setup
Build it in a few focused steps.
- 1Connect Google Sheets and AgencyZoom once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis your qualification rule, how to identify the existing lead, and which valid carrier and product line details to use.
- 4Pick the New Rows in Google Sheet trigger and choose where run reports should go.
- 5Test with one real qualified row.
Questions about this workflow
Does this action create a lead too?
No. It adds an opportunity to an existing lead, which must be identified by a valid lead ID.
What setup information is needed?
A valid lead ID, carrier ID, and product line ID are required. Custom field names must match existing AgencyZoom definitions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Sheets to Agencyzoom. A trigger fires from one place; an action lands in another.
Google Sheets 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.
Aggregate Metric Changed
Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.
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.
Cell Range Values Changed
Triggers when values in a specified A1 range change in Google Sheets. This trigger monitors a specific cell or range of cells and fires when any values change.
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.
Conditional Format Rule Changed
Triggers when conditional formatting rules change in a Google Spreadsheet. Detects when rules are added, updated, or removed. Uses snapshot-based diffing to detect changes between polls.
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.
Data Validation Rule Changed
Triggers when data validation rules change (added/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
Mark task as completed
Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.
Developer Metadata Changed
Triggers when developer metadata entries change (new/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
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.
Filtered Range Values Changed
Polling trigger that monitors Google Sheets filtered ranges for value changes. Uses snapshot-based diffing to detect when values matching a data filter change. Emits the matched values when changes are detected.
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.
Google Sheets and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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