Keep Agencyzoom quote follow-up moving
See which quotes need a response before they disappear from the pipeline.
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 records age quietly while producers focus on newer requests.
- Reduce forgotten quote follow-ups
- Prioritize active opportunities
- Use quote history in decisions
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom in Notis.
- 2Create an automation describing the quote review outcome.
- 3Choose a recurring Notis schedule.
- 4Tell Notis how to evaluate active and inactive quotes.
- 5Choose a report channel and test with a small lead set.
Questions about this workflow
Does it include inactive quotes?
Yes. The Agencyzoom action retrieves active and inactive quotes for a specified lead.
Can it send reminders directly?
It can report recommended follow-ups. Use a separate reminder or task workflow to deliver them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Agencyzoom. A trigger fires from one place; an action lands in another.
Typeform 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 Form Response
Triggers when a respondent completes and submits the form.
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.
Typeform and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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