Generate a batch of client PDFs in parallel
Turn a submitted group of client details into a parallel PDF generation run.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create PDFs in Parallel
Generate multiple PDFs concurrently from templates and optionally merge them into one file.
Why this helps
Creating client documents one at a time slows down batch work and invites repetitive effort.
- Generate multiple PDFs concurrently from supplied data and templates.
- Reduce repetitive document creation during batch work.
- Optionally merge generated PDFs when the workflow calls for one combined file.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and CraftMyPDF once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3In one instruction, ask Notis to generate a PDF for each supplied client record using the specified template, and state whether to merge the results.
- 4Choose the notis_webhook trigger and where run reports should go.
- 5Test with a small real batch and verify the generated documents and merge behavior.
Questions about this workflow
Can this run from AgencyZoom events?
AgencyZoom exposes no trigger events here. A request to the Notis webhook starts this workflow.
Can the PDFs be combined?
The parallel generation action supports optional merging. State whether you want a combined PDF in the instruction.
What client information can be included?
Notis can use information returned by AgencyZoom and details supplied in the webhook request. Identify any missing data explicitly.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Craftmypdf. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Craftmypdf actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Editor Session
Creates an embeddable editor session for a PDF template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Text to PDF
Add text annotations, such as page numbers, watermarks, headers, or footers, to a PDF.
Add Watermark to PDF
Overlay a customizable text watermark on a PDF.
List PDF Templates
Lists the available PDF templates.
Create PDF Asynchronously (Extended)
Start PDF creation in the background and return a transaction reference; a callback reports when it is ready.
Create PDFs in Parallel
Generate multiple PDFs concurrently from templates and optionally merge them into one file.
Get Account Information
Retrieve account subscription, usage, quota, and creation details.
Get PDF Information
Retrieve PDF metadata and page count without downloading the full document.
Connect any two apps with Notis in the middle.
Agencyzoom and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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