Create policy renewal packets from AgencyZoom details
Send Notis the renewal details and let it prepare a PDF packet in the background.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create PDF Asynchronously
Why this helps
Preparing renewal documents means repeatedly switching between client records and PDF templates.
- Prepare renewal packets without re-entering the same available client and policy details.
- Queue PDF generation in the background.
- Keep the renewal document step in a repeatable workflow.
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 use the supplied renewal details and generate a packet with the chosen CraftMyPDF template.
- 4Choose the notis_webhook trigger and where run reports should go.
- 5Test with one real renewal example and check that the generated PDF uses the intended template.
Questions about this workflow
How does this workflow start?
A request to the Notis webhook starts it. AgencyZoom does not provide a trigger event in this setup.
Does Notis know which template to use?
Tell Notis which CraftMyPDF template to use in the automation instruction. The workflow can only fill information available in the request or returned by the connected app.
Can I review the generated PDF?
Yes. Check the result from the test run and configure your instruction and report channel to support your review process.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Craftmypdf.