Create policy review PDFs from AgencyZoom data
Send policy and client details from AgencyZoom to a Notis webhook and get a polished PDF ready for review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Convert HTML to PDF
Converts HTML content into a PDF document.
Why this helps
Preparing each policy review packet by hand takes time away from client follow-up and increases the chance of missing details.
- Create a consistent review packet from the details included in each request.
- Keep policy review preparation connected to the AgencyZoom workflow.
- Use one real example to check the document before relying on it.
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 give it a name and prompt.
- 3Tell Notis to turn the client and policy details in each request into a readable review PDF, using only supplied information.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Send one real AgencyZoom example to the webhook and review the resulting PDF.
Questions about this workflow
What starts this workflow?
An HTTP request to its Notis webhook starts it. Include the client and policy details needed for the PDF.
Does it look up missing policy information?
No. It can only use information included in the request. Ask it to flag details that are missing.
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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