Create Agencyzoom opportunities from qualified emails
When an email becomes a real sales possibility, create the opportunity automatically.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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
Potential sales are discussed in email but never become visible pipeline work.
- Surface revenue opportunities
- Improve pipeline visibility
- Cut CRM administration
Setup
Build it in a few focused steps.
- 1Connect Outlook and Agencyzoom once.
- 2Create an automation that identifies qualified sales opportunities and creates the matching Agencyzoom opportunity.
- 3Choose New Outlook Message as the trigger.
- 4Select a report channel and test with one qualified email.
Questions about this workflow
What information is required?
Agencyzoom requires a valid lead, carrier, product line, and matching custom field names when those fields are used.
Can it ignore low intent messages?
Yes. Describe the buying signals that should qualify an email.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Agencyzoom. A trigger fires from one place; an action lands in another.
Outlook 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.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
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.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
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.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Mark task as completed
Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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