Keep upcoming renewals visible in a scheduled brief
Create a recurring renewal overview from the information your scheduled run can access.
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
Upcoming renewals are easy to overlook when the team has to assemble a fresh view manually.
- Create a repeatable view of upcoming renewal details.
- Put supplied dates and context into one PDF.
- Highlight incomplete renewal details for attention.
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 renewal brief from upcoming renewal data available to the run and flag incomplete details.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Run one real example and verify the dates and details against their source.
Questions about this workflow
Will the schedule find renewals automatically?
Only if upcoming renewal data is available to the run. The schedule itself does not query AgencyZoom.
Can it decide which renewals are urgent?
It can apply criteria you specify to supplied dates, while flagging missing dates instead of guessing.
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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