Keep track of templates your agency paperwork depends on
Get a regular, readable view of available Docmosis templates relevant to AgencyZoom work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Docmosis: List Templates
List templates available in the environment.
Why this helps
When template names and purpose are easy to forget, teams can waste time searching during client work.
- See available templates in one run report.
- Spot missing template context that needs a human to confirm.
- Reduce last-minute template searching.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Docmosis once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to list Docmosis templates and summarize those relevant to the AgencyZoom paperwork the team identifies.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real example of AgencyZoom paperwork the team handles.
Questions about this workflow
Can Notis determine what each template is for?
Only if the template names or other available information make that clear. Supply the intended paperwork context in your instruction when it is not evident.
Will the automation add or change templates?
No. The available action lists templates; it does not upload or edit them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Docmosis. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Docmosis actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Docmosis: Delete Image(s)
Delete one or more stored images.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Docmosis: Delete Template(s)
Delete one or more templates from the environment.
Docmosis Environment Ready
Check whether the environment is active and within quota.
Docmosis Environment Summary
Retrieve the environment’s status, plan, and quota summary.
Docmosis: Get API Key
Retrieve the API access key from connection metadata.
Get Batch Upload Status
Check the progress or completion status of a template batch upload.
Download Docmosis Images
Download stored image files.
Get Docmosis Render Queue
Retrieve the current render queue status and usage.
Connect any two apps with Notis in the middle.
Agencyzoom and Docmosis, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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