Keep policy status PDFs current on a schedule
Give your team a recurring document update based on policy status information available in AgencyZoom.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create PDF Asynchronously (Extended)
Start PDF creation in the background and return a transaction reference; a callback reports when it is ready.
Why this helps
Status documents can become stale when nobody remembers to refresh them.
- Create refreshed documents on a recurring schedule.
- Reduce manual template filling for routine status updates.
- Use an async generation action for document creation.
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 available policy status information to create an updated PDF with a specified template.
- 4Choose a notis_cron schedule and where run reports should go.
- 5Test with one real example and confirm the supplied information and generated PDF are suitable.
Questions about this workflow
What starts the automation?
The notis_cron trigger starts it on the recurring schedule you choose.
Will it include every policy field?
Only information returned by AgencyZoom or otherwise supplied to Notis can be included. Name any needed data that is not available.
Does the action wait for the PDF to finish?
No. This CraftMyPDF action queues generation and calls the configured webhook URL when the PDF is generated.
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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