Quote Requests Become Tracked Proposals Instantly
Tag a Linear issue for quoting, and Notis creates a trackable quote in Agencyzoom automatically.
Trigger
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
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
Clients request quotes in Linear but the requests don't get formalized into your quoting system, so you lose track of proposals and miss follow-ups.
- All quotes are tracked in one system so nothing gets forgotten
- Systematic follow-up on outstanding proposals
- Clear visibility into pipeline of active quotes
Setup
Build it in a few focused steps.
- 1Connect Linear and Agencyzoom to Notis
- 2Create an automation: 'When a Linear issue is tagged with the label quote-request, create a quote in Agencyzoom for that prospect'
- 3Set trigger to 'Issue Updated' or 'Public Team Issue Properties Updated'
- 4Choose your notification channel
- 5Test by tagging a prospect issue with 'quote-request' and verifying the quote appears in Agencyzoom
Questions about this workflow
Can Notis auto-fill quote details like coverage type?
Yes. Use Linear issue labels or custom fields to specify the coverage, and Notis will populate the quote details automatically.
What if the quote already exists?
Notis can check first - if a quote exists for that prospect, it just notifies you rather than creating a duplicate.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Agencyzoom. A trigger fires from one place; an action lands in another.
Linear 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.
Comment Received Trigger
Triggered when a comment is received.
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.
Issue Created Trigger
Triggered when a new issue is created.
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.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
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.
Private Team Comment Created
Fires when a new comment is posted on an issue in a private Linear team (polled with the connected user's token).
Mark task as completed
Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
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.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
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.
Linear and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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