Create an Agencyzoom quote from a campaign-driven lead
Move a clear campaign response into a quote record while the request is current.
Trigger
Campaign Trigger
Triggered when a campaign is sent or experiences an event in Mailchimp
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
Quote requests can stall between campaign engagement and agency processing.
- Shortens quote intake time
- Creates a traceable proposal record
- Keeps campaign and sales work connected
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and Agencyzoom once in Notis.
- 2Create an automation for campaign-driven quote intake.
- 3Tell Notis to find the matching Agencyzoom lead and create a quote only when the campaign event contains a clear request, using valid existing carrier and product line ids.
- 4Pick the Mailchimp Campaign trigger and select a report destination.
- 5Test with one real request event.
Questions about this workflow
Can it infer carrier or product line ids?
No. Provide valid existing ids or have Notis report missing information.
Does it process payment?
No. The action creates a tracked insurance quote only.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Mailchimp to Agencyzoom. A trigger fires from one place; an action lands in another.
Mailchimp 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.
Campaign Trigger
Triggered when a campaign is sent or experiences an event in Mailchimp
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.
Profile Update Trigger
Triggered when a subscriber's profile is updated in Mailchimp
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.
Subscribe Trigger
Triggered when a subscriber subscribes to Mailchimp
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.
Unsubscribe Trigger
Triggered when a subscriber unsubscribes from Mailchimp
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.
Mailchimp and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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