Turn Quote Requests in Slack into Agencyzoom Records
Move a quote request from team conversation into the lead's proposal history.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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 when they are discussed in Slack but never entered into the sales record.
- Make quote requests visible in the lead's history.
- Reduce handoffs between discussion and proposal work.
- Keep proposal tracking connected to the existing lead.
Setup
Build it in a few focused steps.
- 1Connect Slack and Agencyzoom to Notis once in the portal.
- 2Create the automation in the portal or ask Notis to create it conversationally.
- 3Use one instruction to recognize confirmed quote requests, identify the existing lead, and create the appropriate Agencyzoom quote when required details are available.
- 4Select the Slack channel message trigger and a channel for run reports.
- 5Test with one real quote request and check the quote on the intended lead.
Questions about this workflow
Can a quote be created for a new prospect?
The Agencyzoom quote action requires an existing lead. Create or identify that lead before asking Notis to create the quote.
What if carrier or product information is missing?
Ask Notis to proceed only when the required information is clear, and report requests that need a person to fill in missing details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Agencyzoom. A trigger fires from one place; an action lands in another.
Slack 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 Channel Created Trigger
Triggered when a new channel is created in Slack.
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.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Mark task as completed
Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
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.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
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.
Slack and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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