Create policy renewal briefs from Agencyzoom
Give every renewal conversation a clear starting point with a brief built from the policy details you provide.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Convert HTML to PDF (v2)
Converts HTML into a PDF.
Why this helps
Renewal details are scattered across records, making it easy to miss context before a client conversation.
- Bring policy details and renewal context into one document.
- Prepare a consistent brief for client conversations.
- Start the workflow from an HTTP 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 Agencyzoom policy and renewal details to generate a concise PDF brief with Cloudlayer.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real policy example and review the generated PDF.
Questions about this workflow
What starts this workflow?
A Notis webhook starts it when an HTTP request is sent to the automation.
Does it find renewal dates on its own?
It can use dates returned from Agencyzoom. If a renewal date or context is missing, provide it in the request or ask Notis to flag it.
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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