Turn AgencyZoom policy documents into searchable records
Pass a policy document and its client context to Notis, then let Affinda extract its key details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document
Uploads a document for data extraction.
Why this helps
Policy documents arrive alongside sales work, and manually re-entering their details adds another task to track.
- Extract structured details from incoming policy documents.
- Keep document intake tied to the relevant AgencyZoom client context.
- Reduce manual re-entry during sales follow-up.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Affinda once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language from any channel.
- 3In one instruction, ask Notis to take the policy document URL and client context from each request and create a parsed document in Affinda.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real policy document URL and review the parsed result.
Questions about this workflow
How does this workflow start?
A request sent to its Notis webhook starts the automation. Include a public document URL and the AgencyZoom client context in the request.
Does AgencyZoom provide a trigger for this workflow?
No AgencyZoom trigger event is listed here. This workflow uses a Notis webhook, which starts when an HTTP request reaches it.
What does Affinda do with the document?
Notis asks Affinda to create a document from the supplied URL so Affinda can parse it. Check the result for details that need human review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Affinda. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Affinda actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Batch Update Annotations
Updates annotations across multiple documents at once.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Tag to Documents
Adds the same tag to multiple documents.
Create Collection
Creates a collection for grouping documents.
Create Document
Uploads a document for data extraction.
Create API User
Creates an API user with credentials for programmatic access.
Create Organization
Creates an organization to group resources.
Batch Create Annotations
Creates multiple annotations for processed documents.
Create RESTHook Subscription
Creates a subscription for document event notifications.
Connect any two apps with Notis in the middle.
Agencyzoom and Affinda, 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 Affinda.