Turn Agencyzoom policy status reviews into a PDF
Get a compact review document for policy statuses that merit attention, based on criteria you state in plain language.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Convert HTML to PDF (v2)
Converts HTML into a PDF.
Why this helps
Checking policy status records one by one makes routine review slow and easy to postpone.
- Collect matching status records into one review document.
- Use criteria expressed in plain language.
- Make a recurring status check easier to scan.
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, describe which available policy statuses to review and ask Notis to generate a PDF listing matching records and their returned context.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real example and confirm the criteria match your intended review.
Questions about this workflow
Can I define which statuses count as exceptions?
Yes. Describe the statuses or review criteria in the automation instruction. Notis uses the data Agencyzoom makes available.
Will missing policy information be filled in?
No. Ask Notis to flag missing details; information that is not returned must be supplied separately.
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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