Make a supplied policy file available for browser review
Attach a document supplied with a follow-up request to the relevant browser session, so it is ready for the next step in the review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Upload File
Upload a file to a browser session as a resource.
Why this helps
Switching between file storage and a browser session interrupts focused review work.
- Make a supplied file available as a browser session resource.
- Reduce context switching between documents and portal work.
- Start the upload from a webhook request.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Anchor browser once in the Notis portal.
- 2Create an automation describing which supplied file to upload and which session should receive it.
- 3Pick the Notis webhook trigger and choose where run reports should go.
- 4Test with one real policy document and an appropriate browser session.
Questions about this workflow
Can this action find a document in AgencyZoom by itself?
The action uploads a file to a browser session. The request must provide an accessible file input and the intended session.
Does uploading the file submit it to a carrier?
No. It adds the file as an agent resource in the browser session.
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.
Create Profile
Create a browser profile from an active session to preserve its data.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Click Mouse
Click at specified coordinates in a browser session.
Delete Profile
Delete a browser profile.
Copy Selected Text
Copy the currently selected text in a browser session to the clipboard.
End All Sessions
End all active browser sessions.
Create Integration
Create an integration that is immediately available in browser sessions and profiles.
End Browser Session
End a specific browser session.
Create or Update Task Draft
Create or update a task’s draft version for development and testing.
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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