Make the next sales follow-up easier to prepare
Pull the context you provide into a brief that helps you pick up the conversation without starting from scratch.
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
A follow-up can slip when the next step and the relevant conversation context are not easy to find together.
- Collect the supplied follow-up context into one brief.
- Make stated next steps visible alongside relevant details.
- Avoid implying that a follow-up was sent when this workflow only creates a PDF.
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 create a concise follow-up brief from the supplied sales context, including stated next steps and missing details.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Send one real sales example and review the generated brief.
Questions about this workflow
Does this workflow send a follow-up message?
No. The listed CustomJS actions support creating documents and images, not sending messages.
Can it fill in an unstated next step?
No. It can identify that a next step is missing, but should not invent one.
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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