Review lead quotes without digging through the record
For a lead with a known id, have Notis retrieve its quote history on a schedule and summarize what is active or inactive.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get lead quotes
Retrieves all insurance quotes (active and inactive) for a specific lead id, useful for reviewing or tracking quote history.
Why this helps
A quote review can require opening records and piecing together the current proposal context before follow-up.
- Review quote history in a concise report.
- See active and inactive quotes for a specified lead.
- Prepare follow-up with less record searching.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis which existing lead id to review and how to summarize its quotes.
- 4Pick a recurring schedule and choose where run reports go.
- 5Run once and confirm the report reflects the lead's available quote history.
Questions about this workflow
Does this retrieve quotes for every lead?
The action requires a specific lead id. Supply the lead to review in the automation instruction.
Does creating or reviewing a quote bind a policy?
No. This is a read-only quote retrieval action and does not bind a policy or process payments.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Agencyzoom. A trigger fires from one place; an action lands in another.
Stripe 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.
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
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.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
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.
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
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.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
Mark task as completed
Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.
Product Created Trigger
Triggered when a product is created in Stripe
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.
Subscription Added Trigger
Triggered when a subscription is added in Stripe
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.
Stripe and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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