Review quarterly renewals in one document
Use a recurring review to turn available renewal details into a clear document with gaps called out.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Convert HTML to PDF
Converts HTML content into a PDF document.
Why this helps
Renewal planning can become reactive when upcoming work is buried in records and assembled late.
- Create a consistent quarterly renewal review artifact.
- Keep dates and statuses grounded in available source details.
- Make missing renewal context visible for follow-up.
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 prepare a quarterly renewal review from available details and flag missing dates or statuses.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Run one real example and check each listed renewal against its source.
Questions about this workflow
Can this produce a full renewal forecast?
It can summarize available renewal information, but any forecast needs defined assumptions and source data in the run.
Will it automatically find all quarterly renewals?
Only if the scheduled run has the relevant renewal details available.
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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