Preview the data shape of a paperwork template
Check what a Docmosis template expects before someone prepares real AgencyZoom paperwork data.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Template Sample Data
Generate placeholder data from a template’s structure for testing renders.
Why this helps
Teams may discover a template's data needs only after they have already gathered client details.
- Surface the sample data structure early.
- Make missing context visible before manual preparation.
- Give the team a focused run report for review.
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 retrieve sample data for the relevant Docmosis template and summarize its structure for the AgencyZoom paperwork request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real request and a valid Docmosis template name.
Questions about this workflow
Does sample data contain real client information?
The action generates placeholder sample data from a template structure; it is not a source of AgencyZoom client records.
What if the template name is unknown?
Provide the name in the webhook request or instruction. The action needs a template to inspect.
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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