Bring related policy PDFs together automatically
Keep a client's policy paperwork in one file instead of hunting across separate PDFs.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Merge PDFs
Combines multiple PDF documents into one.
Why this helps
Reviewing policy information across several files creates extra searching and increases the chance of missing a document.
- Gather related PDFs into one file
- Make client reviews simpler
- Spend less time switching between documents
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Api2pdf once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3Describe which related client policy PDFs to merge and how to name the combined file.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real set of policy PDFs and review the merged result.
Questions about this workflow
Does AgencyZoom automatically trigger the merge?
No AgencyZoom trigger events are listed. Use a Notis webhook, started by an HTTP request.
Can Notis decide which documents belong together?
State the grouping rule in your instruction and ensure the webhook request or connected data provides the information needed to apply it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Api2pdf. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Api2pdf actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Header Footer
Converts HTML to a PDF with headers and footers on each page.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete PDF
Permanently deletes a generated PDF from storage.
Check API Status
Check whether the PDF conversion service is available and responding.
Extract PDF Pages
Extracts selected pages from a PDF into a new document.
LibreOffice PDF to HTML
Converts a PDF document to HTML.
LibreOffice Thumbnail
Creates a thumbnail preview of a document’s first page.
Merge PDFs
Combines multiple PDF documents into one.
Optimize PDF
Reduces a PDF’s file size while maintaining its quality.
Connect any two apps with Notis in the middle.
Agencyzoom and Api2pdf, 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 Api2pdf.