Keep renewal quote requests from slipping
A renewal request in Telegram can become a tracked AgencyZoom quote when the relevant lead, carrier, and product details are available.
Trigger
New Message Received
Triggered when your bot receives a new message in a private chat, group, or supergroup. To receive every message in a group, Privacy Mode must be disabled for the bot in BotFather.
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
Renewal timing adds pressure, and a request can sit in chat while other urgent tasks compete for attention.
- Keep renewal quote work tied to the existing lead.
- Capture the request while the timing is clear.
- Reduce manual transfer during busy renewal periods.
Setup
Build it in a few focused steps.
- 1Connect Telegram and AgencyZoom to Notis once in the portal.
- 2Create an automation through the portal or by describing it to Notis.
- 3In one prompt, ask Notis to create a quote for an existing lead only when a Telegram message clearly requests renewal pricing and valid carrier and product line details are present.
- 4Pick Telegram New Message Received as the trigger and choose a run-report channel.
- 5Test with a real renewal request and verify the quote record.
Questions about this workflow
Does the automation renew or bind a policy?
No. It creates a quote record and does not bind policies or process payments.
Can it work without an existing lead?
The quote action requires an existing lead. Use a separate intake workflow to create the lead first.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Telegram to Agencyzoom. A trigger fires from one place; an action lands in another.
Telegram 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 Message Received
Triggered when your bot receives a new message in a private chat, group, or supergroup. To receive every message in a group, Privacy Mode must be disabled for the bot in BotFather.
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.
New Channel Post
Triggered when a new post is published to a channel where your bot is an administrator.
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.
Callback Query Received
Triggered when a user taps an inline keyboard button attached to one of your bot's messages.
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 Edited
Triggered when a message in a chat your bot can see is edited by its sender.
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 Chat Member
Triggered when a new member joins a group or supergroup the bot belongs to, including when the bot itself is added.
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.
Telegram and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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