Turn recorded quote requests into Agencyzoom quotes
Move from recorded request to structured quote follow-through faster.
Trigger
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
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
Quote requests are buried in recordings and wait for someone to rewatch the call.
- Reduce quote preparation delay
- Capture requirements while fresh
- Keep quote activity tied to the lead
Setup
Build it in a few focused steps.
- 1Connect Zoom and Agencyzoom in Notis once.
- 2Create an automation named Recording to lead quote.
- 3Tell Notis to create a quote only when the recording context provides valid lead, carrier, and product line details.
- 4Pick the New Cloud Recording trigger and choose a report channel.
- 5Test with one real recording.
Questions about this workflow
Does this bind a policy or take payment?
No. Agencyzoom's lead quote action tracks a proposal only.
What if carrier or product ids are missing?
Ask Notis to report the missing data and avoid creating an incomplete quote.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Agencyzoom. A trigger fires from one place; an action lands in another.
Zoom 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.
Daily Usage Report Changed
Triggers when the Zoom daily usage report changes for a selected year/month. This trigger monitors daily usage statistics including: - New users added - Number of meetings held - Participant counts - Meeting minutes consumed
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.
Meeting Details Changed
Triggers when a specific meeting's details change. Detects changes such as: - Meeting topic changes - Agenda updates - Schedule changes (timezone, duration) - Settings modifications (waiting room, recording, video, etc.) - Password changes - Recurrence pattern updates
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.
Meeting Recording Changed
Triggers when a specific meeting's cloud recordings change. Detects changes such as: - New recording files appearing - Recording processing completion (status changes) - Recording metadata changes (count, size, etc.) - New participant audio files
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.
Meeting Summary Created or Updated
Triggers when a meeting summary is created or updated for a specific meeting. IMPORTANT: This trigger requires a PAID Zoom account (Pro, Business, or Enterprise plan). Free Zoom accounts cannot use this feature. Additionally requires: - AI Companion feature enabled in account settings - Meeting must not be end-to-end encrypted (E2EE) - Meeting summary must be enabled and generated for the meeting
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 Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
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.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
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.
Zoom and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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