See the monthly policy mix at a glance
Turn policy category totals available to your scheduled run into a visual that is quick to review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Convert HTML to PNG
Converts HTML into a PNG image.
Why this helps
Comparing category totals in raw lists takes effort and can obscure the overall mix.
- Render available category totals as a visual summary.
- Make the monthly mix easier to scan.
- Identify missing categories or values without estimating them.
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 render the available monthly category totals as a labeled PNG and flag missing values.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Run one real example and compare each label and total with its source.
Questions about this workflow
Will it calculate category totals from AgencyZoom?
Only if the data needed for those totals is available to the run. The scheduled trigger does not fetch AgencyZoom records by itself.
Can the PNG show a trend?
Only if historical periods are also available and the prompt specifies the comparison.
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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