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Notis

Bring selected portal text into a review workflow

When a teammate has selected relevant portal text, copy it from the browser session so Notis can include it in a concise review report.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Copy Selected Text

Copy the currently selected text in a browser session to the clipboard.

Why this helps

Re-entering details from a portal page creates extra work and invites transcription mistakes.

  • Reuse text already selected in the browser.
  • Reduce manual retyping of portal details.
  • Attach extracted text to a webhook-started review.

Setup

Build it in a few focused steps.

  • 1Connect AgencyZoom and Anchor browser once in the Notis portal.
  • 2Create an automation describing how to use selected portal text in the policy review.
  • 3Pick the Notis webhook trigger and choose where run reports should go.
  • 4Test with one real session where the relevant text is selected.

Questions about this workflow

Does this action select text on the page?

No. The text must already be selected in the browser session.

Can the action copy an entire webpage?

It copies currently selected text. Use the webpage content action when you need rendered page content.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agencyzoom to Anchor browser. A trigger fires from one place; an action lands in another.

Agencyzoom triggers

Anchor browser actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Profile

Create a browser profile from an active session to preserve its data.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Click Mouse

Click at specified coordinates in a browser session.

ActionInstant

Delete Profile

Delete a browser profile.

ActionInstant

Copy Selected Text

Copy the currently selected text in a browser session to the clipboard.

ActionInstant

End All Sessions

End all active browser sessions.

ActionInstant

Create Integration

Create an integration that is immediately available in browser sessions and profiles.

ActionInstant

End Browser Session

End a specific browser session.

ActionInstant

Create or Update Task Draft

Create or update a task’s draft version for development and testing.

ActionInstant

Connect any two apps with Notis in the middle.

Agencyzoom and Anchor browser, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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