Keep AgencyZoom client documents flowing into Aryn
Send a document to an existing Aryn DocSet and let Aryn process it asynchronously, with a task ID to track.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Submit Document for Async Add Doc
Submits a document for background addition to a DocSet and returns a task ID to track it.
Why this helps
Client documents can sit outside the searchable document collection when adding them requires a separate manual step.
- Submit documents to an existing DocSet.
- Receive a task ID for follow-up on processing.
- Reduce repeated manual uploads for client files.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Aryn once in Notis.
- 2Create an automation and describe which submitted client documents should be added to the existing DocSet.
- 3Choose a Notis webhook trigger that receives the document input.
- 4Choose where Notis should send run reports.
- 5Test with one real client document and an existing DocSet.
Questions about this workflow
Does this workflow create a DocSet?
No. It submits the document to an existing DocSet. Create or identify that DocSet separately before running the automation.
Can I see whether processing finished?
The action returns a task ID for tracking. The workflow can use that ID when checking processing status if the necessary task information is available.
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.
Create DocSet
Creates a DocSet storage container for adding documents.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete DocSet
Permanently deletes a DocSet and all its documents.
Generate plan
Creates a query plan without running the query.
Get DocSet Metadata
Retrieves metadata for a DocSet.
Get Document by ID
Retrieves a document and its parsed content from storage.
Get Document Binary
Downloads a document’s original file from a DocSet.
List Async Tasks
Lists outstanding asynchronous tasks for your account.
Partition Document
Extracts and structures text, tables, and images from a document.
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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