Keep coverage references aligned with Agencyzoom
Give your team the right product options when a prospect request changes.
Trigger
Card Updated Trigger
Triggered when a specific card is updated
Action
Get product lines and policy types
Fetches all product lines and policy types from agencyzoom, each detailed with its id, name, and product category id.
Why this helps
Coverage terminology in project cards does not always match CRM options.
- Reduces terminology mismatches
- Speeds quote preparation
- Improves intake accuracy
Setup
Build it in a few focused steps.
- 1Connect Trello and Agencyzoom once in Notis.
- 2Create an automation for coverage reference lookups.
- 3Tell Notis to retrieve product lines and policy types relevant to the updated card.
- 4Pick Trello Card Updated Trigger and choose a report channel.
- 5Test with one card that changes coverage needs.
Questions about this workflow
Does this create a quote?
No. It provides product line and policy type references.
Can the result be summarized?
Yes. Ask Notis to return only options relevant to the card.
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
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No card. Works with personal or business Agencyzoom.