Turn renewal details into a client-ready PDF
Make renewal comparisons easier to scan by turning the details you provide into a clearly structured PDF.
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
Renewal details scattered across records can be hard to assemble into a document clients can compare quickly.
- Present supplied renewal options in one document.
- Keep the comparison focused on the information actually provided.
- Reduce repetitive formatting before a client review.
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.
- 3In one instruction, ask Notis to format the supplied renewal details as a clear options PDF and flag absent comparison details.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Send one real renewal example and review the PDF for accuracy.
Questions about this workflow
Can the automation recommend an option?
It can summarize or compare supplied details if you ask, but it should not invent premiums, coverage or other missing facts.
Do I need to build field mappings?
No. Describe the desired document in your prompt and include the relevant data in the webhook request.
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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