Render client context as a quick visual summary
Turn the client context you already have into a compact visual you can scan or share.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Convert HTML to PNG
Converts HTML into a PNG image.
Why this helps
Before a call or handoff, useful client context can be buried in notes and take too long to scan.
- Condense supplied client details into a visual snapshot.
- Make key context easier to scan before a call.
- Keep the summary limited to source information.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and CustomJS once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to render the supplied client details as a compact PNG and call out any missing information.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Send one real client example and inspect the PNG.
Questions about this workflow
What client information will appear?
Only the details included in the webhook request and permitted by your prompt.
Is the result a PDF?
No. This workflow uses CustomJS HTML to PNG and returns an image.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Customjs. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Customjs actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Authenticate CustomJS API Key
Validates an API key and retrieves workspace details and request limits.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Convert HTML to PDF
Converts HTML content into a PDF document.
Convert HTML to PNG
Converts HTML into a PNG image.
Merge multiple PDFs into one
Combines multiple PDF files into one PDF document.
Run Puppeteer Script
Runs a browser script and captures a screenshot.
Connect any two apps with Notis in the middle.
Agencyzoom and Customjs, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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