Start quote tracking when the deal is ready
Use a chosen HubSpot stage to prompt an AgencyZoom quote for the matching lead, with the carrier and product line your agency specifies.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Create a lead quote
Creates a new insurance quote for an existing lead in agencyzoom, using valid carrier and product line ids, to track a proposal; this action does not bind policies or process payments.
Why this helps
The quote step can lag behind deal progress when staff need to re-enter prospect and product details by hand.
- Start quote tracking at a defined deal milestone.
- Reduce duplicated entry during proposal preparation.
- Keep the quote associated with the existing AgencyZoom lead.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and AgencyZoom once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for quote setup.
- 3Specify the qualifying deal stage, the matching AgencyZoom lead, and valid carrier and product line ids in one instruction.
- 4Choose the HubSpot Deal Stage Updated trigger and select where run reports should go.
- 5Test with one real qualifying deal and confirm the quote is attached to the correct lead.
Questions about this workflow
Does this bind a policy or process payment?
No. The action creates an insurance quote for tracking a proposal. It does not bind policies or process payments.
What details must be valid?
Use valid carrier and product line ids, and ensure the AgencyZoom lead exists.
Will every deal stage update create another quote?
State the specific qualifying stage in your instruction and test a real transition to confirm the intended behavior.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Agencyzoom. A trigger fires from one place; an action lands in another.
Hubspot 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.
Contact Created Trigger
Contact Created Trigger
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.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
Hubspot and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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