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Notis

Convert AgencyZoom renewal documents on request

Send a renewal document conversion request through Notis and get a task started for a supported output format.

Trigger

Webhook received

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

Action

Create Conversion Task

Creates a file or website conversion task; it counts against quota unless sandbox mode is on.

Why this helps

Document format changes interrupt renewal work when they require separate tools and repeated context switching.

  • Start supported conversions from a single request.
  • Keep the renewal document and requested output together.
  • Use one conversion task endpoint for different supported formats.

Setup

Build it in a few focused steps.

  • 1Connect AgencyZoom and Conversion Tools once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Tell Notis which renewal file to retrieve and which supported output format to request.
  • 4Choose a webhook trigger and select where run reports should go.
  • 5Test with one real renewal file and confirm the conversion task starts.

Questions about this workflow

Can it convert every file type?

Only formats supported by Conversion Tools. The conversion configuration determines available types and options.

Does this action provide the converted file immediately?

It starts a conversion task. Use a task status check and the download action after successful completion if you need the output file.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Agencyzoom triggers

Conversion tools actions

Recurring trigger

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

TriggerScheduled

Convert Excel to HTML

Converts an Excel spreadsheet into an HTML table.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Conversion Task

Creates a file or website conversion task; it counts against quota unless sandbox mode is on.

ActionInstant

Download Converted File

Downloads a converted file after its task succeeds; the file is automatically deleted after 24 hours.

ActionInstant

Get Auth Info

Retrieves information about the authenticated user, including their email address.

ActionInstant

Get Conversion Config

Lists available conversion types and their options.

ActionInstant

Get File Info

Retrieves a stored file’s metadata and, for text files, a preview without using quota.

ActionInstant

Convert Word to Text

Converts a Word document to plain text.

ActionInstant

Get Task Status

Retrieves a conversion task’s status and, when successful, its result file ID.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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