Keep the converter catalog handy for agency workflows
Review the available converters on a regular cadence as document needs evolve.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List All Converters
Lists all available file converters.
Why this helps
A stale understanding of available converters can limit options when new client file needs arise.
- Retrieve a comprehensive list of available converters.
- Keep converter discovery in a recurring review.
- Help identify relevant options for agency file workflows.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and ConvertAPI once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe: retrieve the ConvertAPI converter list and summarize options relevant to agency document formats.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test once and confirm the catalog report is useful for your workflow review.
Questions about this workflow
Does the catalog show only insurance converters?
No. It is a comprehensive list of available ConvertAPI converters; Notis can summarize options relevant to formats you name.
Does this perform a conversion?
No. It is for converter discovery and workflow planning.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Convertapi. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Convertapi actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Async Convert
Starts an asynchronous file conversion.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Async Job
Deletes an asynchronous conversion job.
Delete Uploaded File
Deletes an uploaded file from temporary storage.
Check Conversion Support
Checks whether a specific file format conversion is supported.
Get Supported Input Formats For Output
Lists input formats that can be converted to a chosen output format.
Convert PDF to DOCX
Converts a PDF into an editable Word document.
Convert PDF to JPG and Store
Converts a PDF into JPG pages and stores them on the server.
Upload File From URL
Uploads a file directly from a remote location.
Connect any two apps with Notis in the middle.
Agencyzoom and Convertapi, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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