Create an AgencyZoom opportunity at the right deal stage
When a deal reaches your chosen point, have Notis create a sales opportunity on the matching AgencyZoom lead, with the required agency references.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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
Qualifying sales progress can require a second manual setup in AgencyZoom, delaying the next step in the insurance sales process.
- Start an AgencyZoom sales opportunity at a defined deal milestone.
- Use a consistent stage rule to trigger setup.
- Keep the linked opportunity on the existing 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 opportunity creation.
- 3Tell Notis which deal stage qualifies, how to identify the AgencyZoom lead, and the valid carrier and product line ids to use.
- 4Choose the HubSpot Deal Stage Updated trigger and select where run reports should go.
- 5Test with one real qualifying deal and confirm the opportunity is attached to the intended lead.
Questions about this workflow
Will this create an opportunity for every stage change?
Specify the qualifying stage in your instruction so Notis only acts when the deal reaches that point.
What AgencyZoom information is required?
The lead, carrier, and product line ids must be valid. Custom field names must match definitions that already exist in AgencyZoom.
Does it update an existing opportunity?
No. This action adds a new sales opportunity to an existing lead.
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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