Create branded policy renewal PDFs automatically
Turn renewal documents into consistent, polished PDFs without stopping to format each one.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Header Footer
Converts HTML to a PDF with headers and footers on each page.
Why this helps
Formatting every renewal packet by hand takes time and makes client documents look inconsistent.
- Apply consistent titles and page numbers
- Reduce manual document formatting
- Keep renewal packets ready to share
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.
- 3In one instruction, ask Notis to add your chosen header, footer, and page numbering to renewal PDFs.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real renewal document and confirm the finished PDF.
Questions about this workflow
What starts this workflow?
A webhook starts it when an HTTP request is sent to Notis. AgencyZoom does not provide trigger events in this setup.
Can I choose the header and footer wording?
Yes. Describe the desired titles, branding, and page numbering in the automation instruction.
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
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