Review Agencyzoom product lines and policy types on a schedule
Keep the product vocabulary used by your sales team visible and current.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get product lines and policy types
Fetches all product lines and policy types from agencyzoom, each detailed with its id, name, and product category id.
Why this helps
Outdated product lists create confusion in proposals, quotes, and reporting.
- Improve consistency in quote preparation
- Spot missing or unexpected product types
- Reduce ad hoc admin checks
Setup
Build it in a few focused steps.
- 1Connect Notis and Agencyzoom in the portal once.
- 2Create an automation named Product line review.
- 3Tell Notis to retrieve product lines and policy types and summarize notable changes for your team.
- 4Choose a Notis cron schedule and select where reports go.
- 5Run one test and refine the summary instruction if needed.
Questions about this workflow
Does this return policy details for customers?
No. It returns product lines and policy types with their configured metadata.
Can the report focus on one category?
Ask Notis to highlight a category after it retrieves the available list.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Agencyzoom. A trigger fires from one place; an action lands in another.
Google Slides 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.
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
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.
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.
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.
Mark task as completed
Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.
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.
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 Slides and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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