Review lead quotes from Todoist
See the full quote picture before you send the next follow-up.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
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
Follow-up messages miss prior proposals because quote history is spread across systems.
- Provides complete quote context
- Helps avoid duplicate proposals
- Makes follow-ups more relevant
Setup
Build it in a few focused steps.
- 1Connect Todoist and Agencyzoom once.
- 2Create an automation instructing Notis to retrieve and summarize all quotes for the lead named in each new follow-up task.
- 3Pick Todoist New Task Created as the trigger.
- 4Choose a report destination and test with one quote review task.
Questions about this workflow
Does the result include inactive quotes?
Yes. The action retrieves active and inactive quotes for the specified lead.
Can it change or delete a quote?
No. This workflow is read-only and intended for review and preparation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Agencyzoom. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
Trigger when a new task is added to Todoist.
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.
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.
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.
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.
Todoist and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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