Keep quote follow-up visible with a scheduled review
Know which proposals need attention before they go cold.
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
Quote follow-up slips when proposal status is checked only manually.
- Reduces missed quote follow-ups
- Creates a predictable review habit
- Highlights inactive proposals
Setup
Build it in a few focused steps.
- 1Connect Trello and Agencyzoom once in Notis if board context is referenced.
- 2Create an automation for recurring quote review.
- 3Tell Notis which leads or quote conditions to review and how to summarize priorities.
- 4Pick a Notis cron schedule and choose a report channel.
- 5Test with one scheduled run.
Questions about this workflow
Does this send quote emails?
No. It retrieves quote history and reports follow-up priorities.
Can it focus on active quotes?
Yes. State the quote status or date criteria in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to Agencyzoom. A trigger fires from one place; an action lands in another.
Trello 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.
Card Archived Trigger
Triggered when a card is archived in the specified board
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 Activity Trigger
Triggered when there is activity in Trello.
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 Board Trigger
Triggered when a board is created in the specified workspace
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 Card Trigger
Triggered when a card is created in the specified board
Mark task as completed
Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.
Card Updated Trigger
Triggered when a specific card is updated
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.
Trello and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Agencyzoom.