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Notis

Create an Aryn document collection from an AgencyZoom workflow

When your process calls for a new document collection, create its Aryn DocSet as the first step toward organizing files.

Trigger

Webhook received

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

Action

Create DocSet

Why this helps

Starting a new document collection can involve a context switch before anyone can begin adding files.

  • Create a storage container before documents are added.
  • Use webhook input to initiate DocSet creation.
  • Keep document collection setup in the same operating workflow.

Setup

Build it in a few focused steps.

  • 1Connect AgencyZoom and Aryn once in Notis.
  • 2Create an automation and describe when a new DocSet should be created.
  • 3Choose a Notis webhook trigger for the AgencyZoom process.
  • 4Choose where Notis should send run reports.
  • 5Test with one real request to create a document collection.

Questions about this workflow

Does creating a DocSet add documents to it?

No. This action creates the container. Adding documents requires a separate workflow using an appropriate Aryn action.

Does AgencyZoom have a native trigger event here?

No. The workflow starts with a Notis webhook called by your process.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Agencyzoom triggers

Aryn actions

Recurring trigger

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

TriggerScheduled

Create DocSet

Creates a DocSet storage container for adding documents.

ActionInstant

Webhook trigger

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

TriggerInstant

Delete DocSet

Permanently deletes a DocSet and all its documents.

ActionInstant

Generate plan

Creates a query plan without running the query.

ActionInstant

Get DocSet Metadata

Retrieves metadata for a DocSet.

ActionInstant

Get Document by ID

Retrieves a document and its parsed content from storage.

ActionInstant

Get Document Binary

Downloads a document’s original file from a DocSet.

ActionInstant

List Async Tasks

Lists outstanding asynchronous tasks for your account.

ActionInstant

Partition Document

Extracts and structures text, tables, and images from a document.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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