Generate templated client PDFs from Agencyzoom details
Use one consistent document template and the client details returned for each request to prepare a ready-to-review PDF.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Template to PDF
Generate a PDF from a template and data; processing runs asynchronously by default.
Why this helps
Repeated client documents invite copy-and-paste errors and take time away from follow-up work.
- Reuse a consistent document structure.
- Populate a template with available client details.
- Initiate document generation from a webhook request.
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Cloudlayer once in the Notis portal.
- 2Create a new automation in Automations, or tell Notis to create it from any channel.
- 3In one instruction, ask Notis to use the supplied client information to populate the Cloudlayer template and generate a PDF for review.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real client example and check the populated document.
Questions about this workflow
Do I need a Cloudlayer template?
This action accepts a predefined template ID or a base64-encoded custom HTML or Nunjucks template. Use a template you have available in Cloudlayer.
What if a template field has no matching client detail?
Tell Notis to leave it blank or flag it for review. The workflow cannot supply information Agencyzoom does not return.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Cloudlayer. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Cloudlayer actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Storage
Adds a user-owned S3-compatible storage configuration for generated assets.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Asset
Retrieves an asset by its ID.
Convert HTML to Image (V2)
Renders HTML as a PNG, JPG, or WebP image and returns job details and the generated asset.
Get API Status
Checks whether the service is reachable.
Convert HTML to PDF (v2)
Converts HTML into a PDF.
Convert URL to PDF (Simple)
Converts a URL to PDF and returns the result immediately.
Delete Storage Configuration
Deletes a user storage configuration after you confirm its ID is correct.
List Assets
Lists generated PDFs and images in your account.
Connect any two apps with Notis in the middle.
Agencyzoom and Cloudlayer, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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