Scan your sales pipeline in a weekly visual
Turn the pipeline data available to your scheduled run into a compact image for a quick review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Convert HTML to PNG
Converts HTML into a PNG image.
Why this helps
A pipeline review can drag when people need to interpret raw lists before deciding what needs attention.
- Render available pipeline details in a quick visual format.
- Make supplied stages or totals easier to scan.
- Avoid suggesting pipeline completeness when data is missing.
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.
- 3Tell Notis to render the available pipeline information as a clear PNG and note missing totals or stages.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Run one real example and compare the visual to the source data.
Questions about this workflow
Will it retrieve the pipeline from AgencyZoom on schedule?
Only if the pipeline data is available to the scheduled run. The listed trigger is a Notis schedule.
Can it identify stalled opportunities?
Only if the run includes timestamps or other criteria you specify to define a stall.
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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