Bring product line choices into prospect intake
Have Notis retrieve AgencyZoom product lines and policy types when a new HubSpot contact is added, then include the relevant choices in the run report.
Trigger
Contact Created Trigger
Contact Created Trigger
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
Intake reviewers can lose time looking up which product lines and policy types are configured before routing a prospect.
- Show configured product lines and policy types in intake reports.
- Reduce lookup time for prospect routing.
- Give reviewers current ids and names for follow-up decisions.
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 product line context.
- 3Ask Notis to retrieve AgencyZoom product lines and policy types for a new contact and report relevant options.
- 4Choose the HubSpot Contact Created trigger and select where run reports should go.
- 5Test with one real contact and review the returned options.
Questions about this workflow
Does this create a quote or opportunity?
No. This action only retrieves product lines and policy types.
What does the list contain?
Each product line and policy type includes its id, name, and product category id.
Can it recommend a product?
Only if you provide a clear rule and the needed prospect information is available. The action itself returns definitions without making a recommendation.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Agencyzoom.