Combine monthly client documents into one packet
Reduce document assembly by merging the PDFs available to your scheduled run into one packet.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Merge multiple PDFs into one
Combines multiple PDF files into one PDF document.
Why this helps
Collecting and combining monthly client documents manually can turn a simple archive task into a string of interruptions.
- Combine multiple accessible PDF URLs into one file.
- Create a repeatable monthly archive step.
- Use a stated order when one is provided.
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.
- 3Ask Notis to merge the client PDF URLs available to the run and preserve any supplied ordering.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Run one real example with accessible PDFs and inspect the merged result.
Questions about this workflow
Does this action search AgencyZoom for documents?
No. The merge action needs PDF URLs available to the run.
What if no PDFs are available?
Ask Notis to report that no usable PDF URLs were supplied rather than attempting a merge.
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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