Make policy status easier to review
Format the policy status information you send into a report that is easier to scan in a team 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
Reviewing policy status across multiple client details can consume time and make unresolved items harder to spot.
- Organize supplied policy statuses into a review document.
- Highlight unclear or missing status details for follow-up.
- Keep a point-in-time report for the request that triggered 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.
- 3Tell Notis to produce a dated status report from the supplied policy details and mark missing or ambiguous statuses.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Send one real status example and verify the report reflects the supplied data.
Questions about this workflow
Does the report fetch live status from AgencyZoom?
The trigger is a Notis webhook, so the request must include the status details to report.
Can it decide whether a policy is in force?
It should report the status supplied in the request and flag ambiguity rather than infer a policy decision.
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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